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 Not Tax Free; it is Just Taxed Differently! - #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
Frank Bonanni is our paraplanner. He is responsible for our financial planning process and for keeping operations with our custodians smooth. Frank helps clients with various financial planning issues and with operational issues (More)
Diane collaborates with Insight Financial Strategists on divorce related projects. Where the situation requires it, she consults on cases that require her areas of expertise and works with Chris Chen, CFP® CDFA on the Divorce Friday podcast.
She is the the Principal of Solutions for Divorce, LLC, a boutique fee-only divorce (More)