As part of your overall planning, we also encourage our clients to ensure their wills and power of attorney are up to date.
We recommend a review of these documents with your legal counsel every few years. If you have not yet set up a will or power of attorney, we would be happy to make an introduction to one of the professionals in our strategic network that we work with.
I have worked with Mark and his team since I graduated medical school in 2008. Integrated Financial Strategies has addressed my insurance & financial planning needs in a professional and competent manner. I can rest assured that my finances are in order so that I can focus on the care of my patients.