Financial Advisors
Greetings! We are glad you have taken the time to get to know our firm a little better through our website and the resources found here. If you meet the following criteria, we will probably have interest in sitting down to talk about your future.
- You are in the Dallas/Ft. Worth area.
- You have at least five years experience in financial services, and have at least your Series 6 / 63 licenses
- You either have (or are willing to go the distance for) your Series 7 and Series 66 licenses
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You are (or are willing to become) a CFP® Practitioner
- You are tired of being disappointed by the "Wall Street Drumbeat" of Stocks, Bonds and Mutual Funds (and you are tired of making the same excuses to your clients over and over again)
- You have some experience in dealing with alternative investment platforms, but feel limited by restrictions or limited program inventory with your current Broker/Dealer
- You are interested in learning about the applications of strategies and solutions that can change your life - and your clients' lives - for the better
If you would like to visit further, or attend on of our "Stop The Wealth Leakage" Workshops as our guest, please contact Janet Blazek at (972) 312-1337 to schedule a time to visit further. I look forward to getting to know you better!
Mark A. Trewitt, CLU, ChFC, CFP®, AEP
Managing Partner, IFSG Ltd.
If you are outside of the North Texas (DFW MSA) area, but several of the above criteria apply, our Broker Dealer, VFG Securities, may be interested in talking to you, providing you meet certain additional criteria.
To determine if there may be a fit, please contact Glenn Martini at (972) 312-1337.
