Comprehensive Planning

Planning for your future doesn’t have to be complicated.

Pretend it’s 3 years from now and you’re looking back on today.

What has to happen between now and then for you to feel really good about your progress? Your answers can be – and often are – more than just about money.

At Tarrant Financial, we start by framing your financial strategy around your 3-Year Vision – it drives what we recommend for you.

Next, we organize your plan into shorter, more manageable segments called 90-Day Mileposts. We help you implement from start to finish, reviewing your progress regularly.

Your 3-Year Vision

Define

What’s on your mind? What needs to be done? What will bring you joy and satisfaction?

Plan

We craft an actionable, common-sense plan that addresses what matters most.

Schedule

We help you break down important financial to-dos into manageable segments.

Evaluate

We evaluate your progress every time we meet and adjust the plan accordingly.

90-Day Mileposts organize your financial plan into shorter, more manageable segments.

Every 2-3 months, we address a specific part of your overall plan
so you can work systematically towards achieving your goals.

Financial services designed with you in mind

FINANCIAL PLANNING

We guide you through a comprehensive process to help you evaluate your opportunities, protect your assets and income, and pursue your 3-Year Vision.

CASH FLOW

We help prioritize your spending, put a simple spending plan in place, prepare for potential blind spots, and find opportunities for additional savings.

INVESTMENT MANAGEMENT

Based on your objectives and risk preferences, we provide investment recommendations and professional portfolio management services.

DEBT & CREDIT
We help you optimize your repayment strategy and use credit as a strategic tool to strengthen your financial position. We can also put a securities backed line of credit in place for short-term working capital needs.
RETIREMENT INCOME PLANNING

We help you understand how to optimize contributions to your retirement accounts and show you how to effectively turn your savings into lifetime income.

SOCIAL SECURITY

We help you understand your options, decide when to start taking payments, and show you how to maximize spousal benefits.
TAX PLANNING
We review your tax returns to better understand your situation, looking for planning opportunities and ways to lower and better control your taxes
INSURANCE & LIABILITY PROTECTION
We evaluate current life, disability, long-term care, health, umbrella, property, and auto insurance and look for opportunities for improvement or money savings.

BUSINESS PLANNING

We can prepare informal business valuations, help you put a succession or exit plan in place, review your employee benefits, help manage retirement plans, and provide guidance on business tax planning.
TRUST, ESTATE & LEGACY PLANNING
We review beneficiary designations, account titling and estate documents. If needed, we collaborate with specialized professionals to help you complete an estate plan.

Learn more about our specialized services

Pharmacists & Pharmacy Owners

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Business Succession & Exit Planning

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200 Ashford Center North, Suite 400 | Atlanta, GA 30338 | 770.353.6414

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Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through IFG Advisory, LLC, a registered investment advisor. Tarrant Financial and IFG Advisory, LLC, are separate entities from LPL Financial. Mike Tarrant is currently registered to conduct business in the following states: CA, CO, DC, FL, GA, HI, LA, NC, NY, OH, PA, SC, TX, WA, and can be registered to conduct business in other states and US territories as needed.