InSight Financial Planners

Could not recommend Kevin and Peter more! They were both reassuring, knowledgable, and patient. I'm more confident in my financial future because of them. If you're hesitant about contacting them, do it! You couldn't ask for a better duo.
Mar 5th, 2024

Jan 4th, 2024

Peter and Kevin are SO good at this! As a newly single person who has never managed my long term finances, I was intimidated to take over this task. Peter and Kevin slowed it down and made it so approachable. I left our initial meeting feeling empowered and ready to take over my future. And I know I can call on them any time I need. Thanks InSight Team!
Dec 13th, 2023

One of the best decisions I've made in the last year was to start working with Peter and Kevin at InSight. Before then I had a vague understanding of critical day-to-day and long term considerations such as retirement, estate planning, insurance, investments and so on. Since I've joined InSights I have a much better understanding of these things which helps limit my risks in many ways. Also, my retirement savings has been had much greater returns now that it is actively managed. I highly recommend InSights - Kevin and Peter are very knowledgeable, personable and supportive!
Oct 17th, 2023

It's not often that you come across people that truly love what they do and do it to the best of their abilities. Kevin and Peter truly do their best all the time. They know what they're doing, they believe in what they're doing, and they give their best to every single one of their clients. My business partner and I recently bought an investment property through a 1031 exchange. We used Insight for the 1031. They were there to answer any questions that we had along the way, kept us very informed on what was happening, and Kevin personally showed up to the investment property with a gift on our closing day! He wanted to personally congratulate us on our investment!! The relationships that they try to build are real. They don't " fake it to make it". If you want honest, knowledgeable, kind, patient, understanding people to help you plan out your financial future, definitely get in touch with Kevin and Peter and the Insight crew. They will do their best and nothing less!
Aug 27th, 2023