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 at venues such as Silver Fox and Ruth's Chris Steakhouses
  2. Client events, including TopGolf, Rough Riders, and other venues
  3. Special Client Dinner Events, including our annual Client Appreciation and Referral Appreciation dinners

Our commitment is to client education as well as 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.

Protect your portfolio against the "Next" 2008 with The Wealth Code 2.0 - How the Rich Stay Rich in Good Times and Bad ($40 value)!

 

Optimize your 401(k) and increase your chances for retirement success!

 

"Pull it all together" with real time financial data aggregation, documents vault, and Integrated Financial Planning.

 

Your Complimentary Counsultation and our support of families in need.

 

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

 

BrightScope Advisor Page Profile

BrightScope Advisor Page Profile