About Us Mark Trewitt, founder of Integrated Financial
Solutions Group, has been helping clients develop comprehensive
financial, estate and asset protection plans since 1981. Among his
clients are medical and other professionals, business owners and executives,
and other high-net-worth individuals. He also works with women in transition
such as divorcees and widows facing unanticipated financial responsibilities,
as well as individuals and couples in various stages of retirement. For
over twelve years, Mark has held designations as a Certified Financial
Planner®, Chartered Life Underwriter, Chartered Financial Consultant
and Accredited Estate Planner.
Specific to Health Care professionals
Asset Protection, Estate Planning and Wealth Transfer
Assessments and Strategies
Comprehensive Life Insurance Assessment and Analysis
Disability Exposure Assessment
• Personal Disability with highest possible
limits and best definitions
• Excess limits for High Income Earners
• Business Overhead Coverage
• Key Person and Business Owner Buy-Out
Our Mission
Help you select the
proper insurance and asset allocation for you, your family and your
heirs.
Customize a program to your individual needs.
Provide
you with diversified and planned investment opportunities.
Make all
information easy-to-follow, in real words you can understand.
Treat you with the dignity you deserve, while always
earning your respect.
