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 been a client of Integrated Financial Strategies since I graduated from medical school in 2011. I have always appreciated their personalized approach to ensuring that I was put on a path to achieving my financial goals, while making sure that my family and I were protected with a comprehensive insurance portfolio. The team at Integrated Financial Strategies are extremely responsive and approachable. You never feel alone in making a decision. Mark goes above and beyond for his clients. He has provided me with sound advice on some of my biggest life decisions and has helped to support me through some of the most challenging points in my career. With Mark, you will always have somebody in your corner and you will never be disappointed.