Mike Tarrant, CFP^®

Founder & Certified Financial Planner

Tarrant Financial

200 Ashford Center North, Suite 400
Atlanta, GA 30338

FINANCIAL ADVISOR'S WEBSITE

www.tarrantfinancial.com

(770) 353-6414 CONNECT WITH Mike

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

IFG is a fee-based planning firm. Commissions received from insurance are incidental to our practice. Income and asset minimums describe our "average" client; however, we often help people outside those parameters.

Minimums

HOUSEHOLD INCOME MINIMUM

$150,000

Investable Asset Minimum

$500,000

General

Mike Tarrant is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Tarrant Financial in Atlanta, GA and the surrounding communities.

Financial Advisor Overview

A financial planner since 1992, Mike strives to help people make the most of their lives and relationships through high quality, personal financial planning. His planning is goal-centered and built around each client’s unique situation and issues.

Financial Advisor Experience

Mike’s independent strategies seek to build, protect, and transfer wealth tax-efficiently. He serves as a clients' lead financial advisor to help choreograph their financial affairs and ensure prudent implementation of their financial plan. Mike likes helping people figure out if what they are doing will get them where they want to go, and his team leverages technology to help clients stay organized. He also maintains a professional network of accountants, attorneys, bankers, business consultants, and others to assist with specialized planning techniques, so that his clients can truly have one source for their financial planning needs.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance
Health/disability insurance
Fixed annuities
Variable annuities

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial, member FINRA/SIPC. Advisory Services offered through IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial.

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Medical & Health Issues, Special Needs