Temp's primary focus is on the needs of his clients. He spends time getting to know his new clients and strives to help them uncover their life goals, risks and needs. These issues are then addressed in a comprehensive planning process. Whether you need help understanding how to turn your savings into a retirement income stream, options to manage IRA's and 401k's or mitigate a specific risk, Temp's insight and experience can bring clarity to otherwise murky waters. He earned his undergraduate degree, Bachelor of Science in Forest Resource Management, from the University of Georgia. Temp went on to complete his graduate work at Columbus State University earning a Master of Business Administration degree. He holds the following nationally recognized professional designations: Certified Funds Specialist and Certified College Planning Specialist. Temp and his wife Margaret reside in Senoia GA.
Integrated Financial Partners is a member firm of Integrated Financial Group, Inc., a consortium of independent financial advisors. This support provides you with the benefits of working with an independent financial advisor without giving up the resources of a large organization.
Independence Through Interdependence for Clients
As experienced LPL financial planners, we know that today's sophisticated clients need independent counsel and advice on their financial matters. What we've come to learn over the years, though, is that independence is only part of the equation to effectively serving clients.
Only through a thoughtful and deliberate interdependence with other highly skilled financial professionals can advisors hope to fully meet their clients' expectations, wants and needs. Whether working with CPAs, attorneys, estate planners, benefit specialists or any of numerous kinds of professional counsel, a key to successfully and thoroughly addressing clients' financial goals is to build lasting, effective relationships with a qualified team of professionals.
Integrated Financial Partners and LPL Financial are not affiliated with any outside professional or their service.
General Information |
| No. of Employees: | 2-4 | |
| Name of Broker/Dealer: | LPL Financial Inc |
| States Licensed in: | GA |
| Number of Years with Current Firm: | 21 |
| Work with the following types of clients: | Individual Investors, Businesses |
Services |
| Investment Types: | Insurance, Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Email, Your Office, Video Conference, Our Offices |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Life, Annuity, Accident, Casualty, Disability, HMO, Variable Annuity, Long Term Care, Variable Life, Health |
Firm Information |
| Firm's Number of Clients: | 800 |
| Firm's Number of Planning Clients: | 400 |
| Firm's Number of Managed Clients: | 400 |
| Assets Managed by Firm: | 200000000 |
| Advisor's Number of Clients: | 84 |
| Advisor's Number of Managed Clients: | 84 |
| Advisor's Number of Planning Clients: | 84 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets, Commissions |
FAQs |
Do you have a customer satisfaction or refund policy?Yes |
Why should I choose you as my financial advisor?I am aware of many roadblocks to your successful retirement that you may be unaware of. I will spend my time navigating around those roadblocks for you so you can do what suits you best with your time. |
What are your qualifications? What is your education background?MBA, CFA, Extensive experience. |
How do you charge for your services?Acting as a Fiduciary. Fee for planning. Fee for asset management. |
How are you compensated? How will I pay for your services?Acting as a Fiduciary. Fee for planning. Fee for asset management. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Disclaimer |
| Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC, Integrated Financial Partners, and Integrated Financial Group are separate entities from LPL Financial. |
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 4:00 PM |
| Tue. | 9:00 AM - 4:00 PM |
| Wed. | 9:00 AM - 4:00 PM |
| Thu. | 9:00 AM - 4:00 PM |
| Fri. | 9:00 AM - 4:00 PM |
| USA |
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