Integrated Financial Online Financial Organizer

While our financial organizer is designed to help us learn more about you, your finances, and your feelings about your present financial circumstances, many clients have indicated that the simple exercise of completing the information has provided them with greater insight towards their finances than they have had in many, many years.

The organizer is broken down into three sections, as listed below.  Please complete each of these as thoroughly as possible.  Once complete, the information is transmitted to our office securely, so your personal information is safe!  If you prefer, you may complete a hardcopy version by downloading the PDF version of the organizer by clicking the link below:

IFSG Financial Organizer (PDF Version)

IFSG Financial Organizer Part I - The "qualitative" information gathered from this section is essential for us to get to know you a better. This includes:  Basic Contact Information, Present Advisor Relationships, Financial Objectives and Concerns, Financial Perspectives

IFSG Financial Organizer Part II - The questions in this section address various elements of risk tolerance, and are critical towards establishing a baseline allocation of overall holdings.This is the core component of our financial analysis, and of any Investment Policy Statement.

IFSG Financial Organizer Part III - Provides the important "facts and figures" that form the quantitative portion of our assessment.

If you have not already scheduled a time to meet, once your completed forms are received, our office will be in touch to schedule a visit.  Should you wish to request an appointment, you may contact our office at 972-312-1337 and ask for Janet Blazek, or you can complete the appointment request form below:

Thank you for considering our firm for your financial planning needs!

Mark A. Trewitt, CFP^®, CLU, ChFC, AEP

Managing Partner