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.
Mark and his team at Integrated Financial Strategies have been providing me with sound insurance advice & service since 2016. Mark has always been responsive to and tailored his advice to my family’s specific needs rather than pushing a certain product(s). His knowledge of life insurance products and their tax integration for incorporated individuals is highly impressive and reflects his accounting background. Mark and his team always move and respond quickly and thoroughly to any questions I have or any actions I need to take, and they make all policy changes very straightforward to follow and complete for a busy professional. I highly recommend Integrated Financial Strategies for anyone seeking objective personalized solutions for preparing for the unexpected.