Let’s find your futureTM

Physicians and business owners need tailored insurance solutions to protect them against the risks associated with a premature death, accident, or sickness.

At Integrated Financial Strategies, we specialize in providing client-centered insurance portfolio planning designed to protect the financial health and well-being of our clients and their families.

We’re not looking for transactions – we’re looking for partnerships with highly engaged clients who want to secure their future.

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From my first meeting with Mark at the end of Medical School (2005), I knew he was the consummate professional. And more than 15 years later, he has proven time and again how accurate first impressions can be. Always with patience and grace he has managed my portfolio by finding products tailored to my unique needs. But it was when life threw me a curve ball that he demonstrated how he had my back. For asset management – Mark certainly has all the right personal assets: Flexibility; Knowledge; Integrity and more.

Dr. P. – Hospitalist