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Gary Copeland & %%COMPANY NAME%%

Gary Copeland & %%COMPANY NAME%%

With more than 40 years of experience as an independent financial advisor, Gary has developed a financial planning practice in which he specializes in the areas of wealth accumulation and preservation, pre-retirement and post retirement planning, income distribution planning, tax planning, and estate planning. His belief is that sound, prudent planning starts with an academic approach, which involves the coordination of banking, investing, insurance, tax strategies and a solid estate plan. He seeks to identify and isolate financial threats and share innovative strategies that could save from costly mistakes.

Financial Integrity Group, LLC is lead by an experienced investment advisor serving Greater Atlanta area and surrounding communities, providing Financial Planning and Third Party Asset Management. Our mission is to provide the families and businesses we serve with innovative financial strategies and planning that result in financial clarity, confidence, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Financial Integrity Group, LLC.

*Insurance offered through Financial Integrity Group, LLC.

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Assets & Risk

Assets & Risk


When you work with Financial Integrity Group, LLC, you’re provided a framework that helps satisfy your retirement income needs while also addressing your risk tolerance and growth expectations.

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Income Planning

Income Planning


We’re here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.

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Retirement Strategies


Our organization prides itself on providing retirement strategies to %%CITY, STATE%% and the surrounding communities. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated strategy.

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Gen Vault

Generational Vault

Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.

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Get In Touch

125 TownPark Drive Suite 300
Kennesaw, GA 30144
Serving greater Atlanta

gcopeland@financialintegritygrp.com
Phone: 770.420.8256
Fax: 770.420.8255

Our Company

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Our Services

  • Assets & Risk
  • Estate Planning
  • Income Planning
  • Retirement Strategy & Risk
  • Social Security
  • Tax Strategies
  • Wealth Management
  • Generational Vault

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Disclosure

Gary W. Copeland is registered with securities and investment advisory services offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC is not an affiliated company. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.

Gary W. Copeland is approved in GA, FL and NC for advisory, insurance and securities services.

Not associated with or endorsed by the Social Security Administration or any other government agency.

Brokers International Financial Services, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

Risk tolerance is an investor's general ability to withstand risk inherent in investing. The risk tolerance questionnaire is designed to determine your risk tolerance and is judged based on three factors: time horizon, long-term goals and expectations, and short-term risk attitudes. The adviser uses their own experience and subjective evaluation of your answers to help determine your risk tolerance. There is no guarantee that the risk assessment questionnaire will accurately assess your tolerance to risk. In addition, although the advisor may have directly or indirectly used the results of this questionnaire to determine a suggested asset allocation, there is no guarantee that the asset mix appropriately reflects your ability to withstand investment risk.

Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.