“We strive to give our clients clarity while securing their futures and enhancing their peace of mind.”
Wealth Management
For you and your family, we create a personalized plan of quality investments. You will understand what you’re invested in and why. We will communicate clearly and often, and as market conditions change or your financial situation evolves, we will be there to help secure your future and enhance your peace of mind.
Modern Fee Theory
Wall Street fees are and have been excessive as stated by Forbes, Fortune, and many others. Applying Modern Fee Theory as shown below, you receive first rate, customized advice for a fairer fee.
Estate Planning
Our principal, an attorney, has a deep understanding of estate planning. Working with a client’s legal and insurance advisors, Insight Financial reviews estate plans to help ensure financial goals are met.
The Power of Modern Fee Theory
Each $1 million over 20 years*…
…earning 7% net annualized grows to $3.4 million, and an investor would save $308,127 by not paying higher fees.
…earning 10% net annualized grows to $6.0 million, and an investor would save $523,360 by not paying higher fees.
* Many investors pay advisors and funds an extra 0.5% per year above the cost of working with Insight Financial as exemplified here, with advisor fees as much as 1.0% per year or higher.
