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Mark Trewitt
Financial Planning / Investment Management at Integrated Financial Solutions
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Work Experience
2006 - Present · 18 years and 11 months
Financial Planning / Investment Management
Jan 2006 - Present · 18 years and 11 months
Founder/ Managing Partner
2006 - Present · 18 years and 11 months
Founder / President
Dec 2014 - Present · 10 years
Company Details
Integrated Financial Solutions Group Integrated Financial Solutions Group (IFSG) is a full-service financial planning firm. We help clients develop a comprehensive strategy to integrate an individual’s or family’s financial goals, including risk management, investments, tax planning, retirement planning, and estate planning. We specialize in working with retirees but work with all clients. Our Mission is to help our clients assess every possible opportunity to STOP THE WEALTH LEAKAGE wherever it exists in their finance. This is accomplished by providing: The EDUCATION which is specific to needs and circumstances which may exist The RESOURCES appropriate to the task at hand The SERVICES which can turn goals and objectives into reality The EXPERIENCE which comes with almost three decades in business All of these together combine to provide you the SOLUTIONS you need, to provide for your needs, identify and accomplish your financial objectives, and to practice good STEWARDSHIP, respective of the resources you have been blessed with.
Year Founded
2006
Social Media
Linkedin
Industry
Financial Services
HQ Location
1820 Preston Park Blvd. Suite 1155 Plano, TX 75093, US
Keywords
Investment ManagementRetirementInsurance and Estate Planning
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