Chris Chen, CFP® CDFA helps individuals and families plan difficult life transitions such as retirement and divorce.
His cost-effective and tax-efficient strategies help clients achieve their long term financial goals with wealth preservation, retirement income planning, and legacy planning. (More)
A Roth IRA is No Tax Free; it is merely taxed differently! - Chris Chen CFP #financialinsight
As a Wealth Strategist, Jim Wood is focused on developing the wealth management strategies for business owners and executives and for professionals at all stages of their life’s journey. He starts this process with a thorough understanding of where you are and where you want to proceed with your wealth management needs. (More)
Has your portfolio been developed with a risk averse process? #financialinsight
Jason Berube is an Associate Planner at Insight Financial Strategists. He assists Business Owners and Entrepreneurs with their financial goals, by developing customized financial strategies and implementing the best options based on each client’s needs. (More)