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.
My family and I have been insurance clients of Integrated Financial Strategies since 2005. In 2017, I suffered an illness that led to a critical illness claim. Mark’s and his team ensured that the claim was processed efficiently. Mark’s support, advice and counsel during this difficult time was exceptionally helpful.