Website Tour

Between our main website and IFSG University, there is much to learn about.  Take a quick tour so that you know what is available, and where.

Upcoming Events

Our objective is to provide the highest calibre of client experience, respective of both the content provided and the venue selected.  Integrated Financial and IFSG University host various dinner events throughout the year, falling into three primary categories:

  1. Client Education / Investment Sponsor Dinner Briefings
  2. "Stop The Wealth Leakage" Dinner Workshops
  3. Special Client Dinner Events

Our commitment is to client education and the further development of a sense of "community" within our client family.

 

 

Welcome!

At Integrated Financial Solutions Group, it is our commitment to listen to your specific concerns...

Rather than a discussion agenda that is advisor-driven, our process is built on a foundation of helping develop YOUR agenda, through the use of strategic tools to clearly identify and quantify your most pressing financial Fears, Concerns, Goals and Objectives.

Request your own copy of The Wealth Code 2.0 - How the Rich Stay Rich in Good Times and Bad to learn how to build a solid financial table with many legs, minimizing market correlation.  This 2013 edition is updated with an additional 100+ pages with strategies you can use NOW!  CLICK HERE for a brief inteview with author, Jason Vanclef.

 

The HCM 401(k) Optimizer® is available for company sponsored retirement plans: 401(k), 403(b), 457, and more. If you need personalized advice on how to invest your company plan, the HCM 401(k) Optimizer® is for you. Learn more now

 

Learn more about E-money, the resource that helps our clients "pull it all together" with real time financial data aggregation, document vault, and Integrated Financial Planning.

 

Counsultation and Our Committment to the Community - at the conclusion of our initial consultation, we will donate up to $100 to the North Texas Food Bank on your behalf, providing up to 300 meals to those in need.  This is simply our way of "giving back" to the community that has blessed us all in so many ways.

 

Plans fail for lack of counsel, but with many advisers they succeed.

Proverbs 15:22, NASB

 

Visit Mark A. Trewitt, CLU, ChFC, AEP, CFP®'s BrightScope Advisor Profile