Chris Chen CFP
Divorce Planning ,
Financial Planning ,
Welcome to the Insight Financial Strategists LLC blog! As this is our inaugural post, let’s start with the basics. First, an introduction: Our company was created as a knowledge center tailored to helping you assess your specific financial planning needs. This personal approach to financial planning helps us in designing financial plans specific to your needs and financial goals.
All of us know about money and finance, but most of us don’t know it very well. We are often uncertain about how much we need to save for the future, and how we should invest it.
And if that weren’t enough, we often feel overwhelmed by fluctuations in the marketplace, the daily squawk box of financial news, and tax laws that are ever changing. Case in point: as we write this post, we stare at the Fiscal Cliff, we wonder what impact it will have on us, and we sit mesmerized.
Let’s face it: the world is a mess; it’s confusing, even frightening. And would it not be wonderful if we could turn to someone who could guide us through this confusing mess?
At Insight Financial Strategists LLC, our team offers you our deep and focused expertise and insight to guide you in making informed decisions and giving you a solid foundation of understanding on which to plan. Regardless of whether you are looking forward to your retirement years, are in the midst of a long divorce or just need to make sure you are doing the best you can with your current financial planning picture, Insight Financial Strategists can help you navigate confidently through it all.
Our team is small, allowing you to get to know us as we get to know you, without the fear of getting lost in the shuffle of a large corporation. Our services are one-on-one and we know the local landscape. Please feel free to visit the About Us page on our website to learn more about us.
While you are on the site, please sign up for our newsletter to receive the latest news and analysis to help ensure all your financial decisions are informed ones. And, of course, be sure to check back here on our blog. We will provide you with our analysis of financial trends, let you know about upcoming events and feature guest bloggers to offer fresh perspectives on pressing issues.
Every financial situation is unique. Please be sure to contact us so we can provide the most accurate and customized information we can for your personal financial situation.
~ The Insight Financial Strategists Team