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Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Business Insurance
    • -Other Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Other Portfolio Management


Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types



No timeline events available.
Employer Years Dates
Delta Investment Management, LLC 1 year, 4 months Oct 2018 - Present
Niagara International Capital Limited 2 months Apr 2017 - Jun 2017
Vfg Advisors, Inc. 8 years, 1 month Nov 2010 - Dec 2018
Vfg Securities, Inc. 7 years Nov 2010 - Nov 2017
Integrated Marketing Solutions LLC 10 years, 2 months Dec 2009 - Present
Madison Avenue Securities, Inc. 1 year, 8 months Mar 2009 - Nov 2010
Madison Avenue Securities, Inc. 4 years, 2 months Sep 2006 - Nov 2010
Ifsg Ltd Dba Integrated Financial Solutions Group 14 years, 1 month Jan 2006 - Present
Ifsg Ltd Dba Integrated Financial Solutions Groupplano, Tx 14 years, 1 month Jan 2006 - Present
Independent Insurance Producer 38 years, 10 months May 1981 - Present

Designations & Memberships

  • Accredited Estate Planner
    Accredited Estate Planner
    This accreditation acknowledges designees their experience and specialization in estate planning.
  • Certified Financial Planner
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Advisor in Philanthropy
    Chartered Advisor in Philanthropy
    The International Association of Advisors in Philanthropy, Inc. is a forum of professional advisors who are dedicated and inspired to teach and empower clients to effectively direct their philanthropic resources consistent with their deepest values.
  • Chartered Financial Consultant
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.
  • Chartered Life Underwriter
    Chartered Life Underwriter
    A prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Mark Trewitt

Planning for Long Term Care
Published 2013-11-17 12:18:34
Published 2013-11-17 12:07:21
College Planning Basics
Published 2013-11-17 11:56:00
Advanced Estate Planning
Published 2012-07-26 06:40:44
Special Needs Planning
Published 2012-07-26 06:27:49
Financial Planning Basics
Published 2012-04-21 06:26:11
    *Articles are published by advisors without compensation.


    Ask a financial questionAsk a question
    I received a corrected 1099R issued for a distribution (ADP Excess) that did not occur prior to the rollover of my 401k. How do I reslove this issue?
    D - The proper method would be to have communicate with ING and MMLI the error, and request of ING that they reverse the rollover to the extent of the error ($1,700+). After ING reverses the transfer in this amount, then MMLI would disburse to you the excess amount.It involves a bit of effort on ...  (more)
    Answered Apr 2012
    How long should I keep my financial records?
    Seven years is the general rule, unless you have other reasons for holding on to them longer (e.g. I have some clients who have records going back 20+ years - but they have trouble throwing ANYTHING away.....)...  (more)
    Answered Apr 2012
    Should both spouses have life insurance coverage?
    While each situation is different, most of our firms clients are retired and have sufficient assets to last them the rest of their lives - not a situation where life insurance would normally be considered as "needed". However, there is a niche but significant opportunity here, and it applies to cou...  (more)
    Answered Apr 2012
    What is the rule of 55 for retirement plan withdrawals?
    Yes, it is what is known as a 72(t) distribution - The Internal Revenue Code section 72(t) and 72(q) can allow for penalty free early withdrawals from retirement accounts under certain circumstances. These sections can allow you to begin receiving money from your retirement accounts before you turn ...  (more)
    Answered Apr 2012
    I need a finical statment?
    Patricia, an excellent resource for this need, as well as many other financial calculators, may be found at While you cn enter information and print the resulting report, it does not allow you to save your data....  (more)
    Answered May 2012
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      U.S. Securities and Exchange Commission
      • license status
      • disclosures
      • as of date
        Jan 3, 2020
      • license status
        Not registered
      • disclosures
      • as of date
        Jan 3, 2020
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


      Delta Investment Management, LLC

      Last updated on Sept. 10, 2019
        • $134.0M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 364
        • $368.2K
          Estimated Average Account Balance


      Types of Compensation Arrangements