Karen Lee & Associates LLC is a family-owned multigenerational financial planning firm based in Atlanta, Georgia. The firm is dedicated to guiding clients through the complexities of personal finance, fostering confidence in their financial decisions for themselves and their families. Led by CERTIFIED FINANCIAL PLANNER Karen Lee, the team emphasizes a comprehensive planning process that aims to understand, educate, and empower clients. With over three decades of experience, they are committed to creating customized financial strategies that align with clients' goals and support future generations. Generated from the website

Integrated Financial Group is a consortium of independent financial planners based in Atlanta, GA. Their mission is to empower financial planners by providing them with the tools, resources, and community they need to reach their full potential. As a member of Integrated Financial Group, financial planners can offload key operations of their practice, connect with other professionals in the field, and broaden their knowledge, all while maintaining their independence. With a focus on collaboration and culture, Integrated Financial Group fosters an environment where financial planners can thrive. Their unique Brain Trust, formed by planner members, encourages the sharing of professional wisdom and perspectives within the group. Through annual retreats, MasterMind Groups, and other interactive platforms, members are empowered to refine their skills, grow their businesses, and better serve their clients.Generated from the website