Core Values

  

"I've concluded that the accumulation of wealth isn't sufficient reason for living - when I reach the end of my days I must look backward on something more meaningful than the pursuit of houses and land in machines and stocks and bonds.

Nor is fame of any lasting benefit - I will consider my earthly existence to have been wasted unless I can recall a loving family and consistent investment in the lives of people in earnest attempt to serve the God who made me.

Nothing else makes much sense...."

Mark A. Trewitt, Founder and Managing Partner, Integrated Financial Solutions Group

With many choices in the financial services arena, three characteristics are critical for you to receive the highest level of service, and the outcomes appropriate to your objectives:  Integrity, Education and Solutions.

Our Mission

To help our clients assess every possible opportunity to STOP THE WEALTH LEAKAGETM wherever it exists in their finances (click on the “Solutions” hexagon to learn more). This is accomplished by providing:

  • The RESOURCES appropriate to the task at hand
  • The SERVICES which can turn goals and objectives into reality
  • The EXPERIENCE which comes with over three decades in financial services
  • The EDUCATION which is specific to needs and circumstances which may exist

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.

Our Commitment to You

altOur first commitment to you is to LISTEN to your specific concerns, helping to IDENTIFY what are the most pressing financial concerns at the present time. Only after we have taken the time to get to know you will recommendations be made. The integration of short term planning needs must be balanced with long term objectives, in order for a successful outcome to result. Identifying specific planning objectives and following through on each one to completion is a hallmark characteristic of our firm.

From our client events and investment briefings (a total of 45 dinners events over the course of 2012), to the information portal of IFSG University, to eMoney, a comprehensive (and complimentary) online Wealth Management Solution, our clients not only receive best in class planning solutions, they also receive additional benefits designed to provide security and peace of mind.

As an independent financial planning organization, with access to a wide variety of direct participation programs (many of which are limited to accredited investors), Integrated Financial Solutions Group is well positioned to assist clients down a path which reduces market risk and volatility in their holdings, and focuses on structuring an INCOME BASED approach of TRUE ASSET CLASS DIVERSIFICATION. Clients are provided with balanced risk, using some of the best adaptive equities management firms in the country, and stable cash flows, as a result eliminating most of the emotion out of investment decisions.
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Most of all, we treat our clients like we would like to be treated, with a caring, dignified and respectful approach that combines experience with a deep commitment to client education. We invite you to learn more, and consider becoming part of the growing Integrated “Client Family".