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Make the Most of What You Have. Invest with Insight.
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More than 200 years of combined industry experience |
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Trusted source for financial education |
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Unique client experience for life’s changing moments |
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Areas of Focus: Private Wealth and Risk Management, Financial, Estate and Executive Planning |
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Designations/Degrees: CLU®, RFC, MBA, MSE |
You have our attention.
At Insight Financial Services, our investment strategy starts with you.
That’s right. Before we talk about investment strategies, we sit down and talk about you and what you want your money to become. A second
home. An education for your children or grandchildren. A trip around the world. A comfortable retirement.
We then place your dreams beside the realities of your assets and expenses, your risk tolerance and tax situation and evaluate them on a
practical timeline.
Only then, once we know who you are, where you are and where you want to go, do we create and implement your investment strategies.
Because investing is a process not a product. Your investments deserve another look.
You don’t invest or live in a vacuum. Your investments inhabit a universe of shifting markets, short-term goals and long-term dreams. At
Insight Financial, we look at the big picture.
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Areas of Focus
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Advisory services offered through IFS Advisors, LLC (IFSA), a Registered Investment Advisor. IFSA and Insight Financial Services are separate and unrelated companies.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Kansas City area (includes Johnson, Wyandotte, Douglas, Leavenworth, Miami, Atchison, and Franklin counties in the state of Kansas; and Jackson, Clay, Plate, Cass, Buchanan, and Ray counties in the state of Missouri) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 7,200 wealth managers in the area. 676 award candidates in the Kansas City area were considered for the award, of which 200 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional, KC Magazine or KC Business.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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