I
You hear the why behind every recommendation.
Mark explains how each option works, what it costs, and why he'd suggest it for your situation, so you know what you're agreeing to.
Meet Mark Schroeder.
Founder of Integrity Financial Group & Trusts. One advisor who learns your whole picture and stays with you as it changes.
Why Mark started his own firm
Mark has spent more than eight years in financial services, helping individuals and families prepare for retirement, protect what they've built, and plan what they'll pass on.
After years of helping clients through big financial decisions, he started Integrity Financial Group & Trusts in Springfield to offer a more personal, relationship-first kind of planning. He listens first, lays out your options in plain words, and recommends only what fits.
Mark served in the U.S. Army and in the Army National Guard.
“Put people first, earn their trust, and always lead with integrity.”
How Mark works
What you can expect, from the first meeting on.
II
Options from more than one company.
Mark is independent, so he can compare products from several insurance companies and show you how they stack up.
III
One person for the whole picture.
Think of Mark as your financial quarterback. If you have a CPA or attorney, he works alongside them so your income, insurance, taxes, and estate plan all follow the same strategy. If you need one, he can introduce you to people he trusts.
IV
Your pace, your decision.
Every meeting is free. Ask anything, and decide when you're ready.
The people you'll work with
Mark Schroeder
Founder & Financial Advisor
You'll meet with Mark directly, from the first conversation through every annual review.
Valerie Sidebottom
Executive Assistant
Valerie is often the first voice you'll hear when you call. She keeps the calendar, the paperwork, and the follow-up in order, so your time with Mark stays focused on you.
She worked as a paralegal before moving into financial services, and she brings that same care to every document and every piece of private information.
Outside the office, Valerie and her husband, a Springfield firefighter, love riding their Harleys and heading to the beach.
Outside the office
Mark and his family live on a farm, where they raise cattle and put up hay together. He loves being outdoors and the simple life that comes with it. That is part of what he wants for the families he serves: a simpler life, with less to worry about.
Start with a conversation.
Tell Mark what's on your mind. Your Big-Picture Review is free, and there's no obligation.