Carolina Planning Consultants Joins The Brain Trust

In January 2016 Carolina Planning Consultants affiliated with the Integrated Financial Group (IFG), a consortium of independent financial planners dedicated to leading the fiduciary standard for investment and wealth management. On a day-to-day basis, IFG’s distinctive culture encourages members collaborate and share ideas. It’s called the Brain Trust, where the wisdom and experience of tenured advisors is integrated with fresh, new ideas from younger ones. Since 2003, IFG has fostered this environment and at the same time offered premium business support services, regulatory compliance oversight, business consulting, and professional coaching to help advisors reach their full potential. Integrated Financial Group’s 80+ advisor members own businesses across 11 states totaling over $2.2 billion in brokerage and advisory assets through LPL Financial and over $1.4 billion in assets under management through its separate registered investment advisor, IFG Advisory, LLC as of 3/1/17.