Welcome to Integrated Financial Strategies.

We specialize in providing client-centered insurance and financial planning solutions designed to protect the financial health and well-being of our clients and their families.

Our priority is to listen to our clients’ concerns and understand their short and long-term financial goals and objectives. This allows us to assist in identifying the risks associated with a premature death, accident or sickness, and the impact these risks would have on achieving their goals. Once complete, a customized plan focused on cost, quality and benefits is designed integrating various solutions that mitigate the risks each client faces.

We earn our clients’ business because we are viewed as a trusted source of advice and counsel. We maintain it with ongoing support and consultation, ensuring their financial plan evolves with them over time.

We provide one-on-one service and pride ourselves on exceeding our clients’ expectations. This client-centered focus is the core of our business. We strive to build strong and lasting relationships.

We have been working with Integrated Financial Strategies for the past 5 years. Mark makes appropriate suggestions for our needs, but does not “push” any decisions on us. We value his insight highly and trust him completely. Mark delivers results both in terms of appropriate insurance solutions and in terms of investment returns. It is a great relief knowing that we can leave these matters to Mark and feel comfortable that our interests are being protected.

Dr. Jennifer Stulberg, Family Doctor & Mr. John Adair, Lawyer January 20, 2015