Ongoing cash flow and debt management planning includes providing the client with a cash flow analysis, debt reduction plan and sustainable budget. Also included are monthly monitoring meetings with the client via phone call, email or text messaging, as well as semi annual budget planning meetings.

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Ongoing portfolio management determines a client's individual investment goals, time horizon, objectives and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on the above factors.

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Ongoing financial planning includes but is not limited to:

- Financial goals

- Personal net worth statement

- Cash flow analysis

- Retirement strategy

- Comprehensive risk management plan

- Long-term investment plan

- Tax reduction strategy

- Estate preservation

 

An advisor continuously monitors the plan, recommends changes and ensures the plan is up to date. Clients receive a detailed financial plan as a written or electronic report, including customized recommendations and an action plan designed to help their stated financial goals. The plan and the client's financial situation and goals will be monitored monthly via email or phone call and full review meetings every four months, virtual or in-person, to review progress.

Insight Family Financial provides service to qualified retirement plans including 401k plans, 403b plans, pension and profit-sharing plans, cash balance plans, and deferred compensation plans as either a 3(21) advisor or 3(38) advisor.

 

We offer custom solutions at a competitive price to help employers and their retirement plan participants work toward building and preserving assets for a financially secure future.

Financial planning and consultation services, be it one time or as needed, include a comprehensive evaluation of a client's current and future financial state and will be provided by using currently known variables to predict future cash flow, asset values and withdrawal plans.

 

Financial planning includes but is not limited to:

- Financial goals

- Personal net worth statement

- Cash flow analysis

- Retirement strategy

- Comprehensive risk management plan

- Long-term investment plan

- Tax reduction strategy

- Estate preservation

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The ongoing employer financial wellness program provides each employee with a cash flow analysis, debt management strategy, goal setting and prioritization, and credit score building plan. Also included are monthly monitoring meetings with each client via phone call, email, Zoom or text messaging, as well as semi-annual budget planning meetings.

 

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