Your future starts with Insight.

I have been investing with Shea since he was a young man first starting out in this business over 20 years ago. I believe it was one of the best decisions I have made concerning my finances. He makes himself available whenever I need his advice and he has helped me make decisions about estate planning, life insurance as well as investments. I have recommended Shea to family & friends and will continue to do so.

Shea has been managing our investments for many years. We are very happy with the results and our investments are growing. Shea is very energetic and keeps abreast with the market. He keeps us well informed as to where to invest so that it will benefit us. We have and will continue to recommend Shea. Investing with Shea was a very wise decision.

Deciding to invest with Shea over 20 years ago was not by chance, but by choice. While I understand the basics of investing, I have other interests to look after which occupies a lot of my time. Having Shea manage my portfolio has given me peace of mind and I personally recommend anyone to invest and trust Shea as he is honest and very knowledgeable in every aspect of what he does.

Bob, you are the best! Judy just called and really appreciate your advice and expertise. Thank you for taking time with her. We are so fortunate to have a financial advisor that we trust and that you are so kind.

I have been dealing with Shea for over 20 years, and during those years Shea has been very helpful in providing sound advice and guidance. Shea genuinely loves his work, it does not matter what you are looking for, he will find a solution to your needs. Even when the markets are down, he still manages excellent growth in my portfolio, due to his diligence and constant quest for additional knowledge in the financial marketplace.”

Cassi is the absolute personification of excellent customer service. She is courteous, professional, prompt and (most importantly) patient! She always responds to requests/correspondence quickly, efficiently and effectively. She is a joy to deal with and talk to – always pleasant and cheerful – even when having to put up with my somewhat silly questions/requests at times.

It’s a brand new year with new objectives for 2024 both personally and financially, which reminded me of what assisted us in our confidence with our investments. Working with Shea and his team at Insight Planning we have been able to focus our tactical and strategic intentions. The advice we have received has been measured and aligned with our personal/family risk standards and frankly our various needs. What I also appreciate is the confidence we have been given using data on how we will be through our retirement and aging. The estate planning has enabled us to move from investing through a bank to this more personalized higher performing service environment. We have never looked back. Thanks, for your professionalism, timely data and advice.

We are delighted to acknowledge and recognize Cassi for her dedication and leadership across multiple teams to manage a high volume of complex requirements across three phases to disseminate the investments accurately in our Mother’s Estate in advance of the first anniversary to exceed the timeline per our Accountant. Cassi further truly appreciated how difficult the loss of our Mother has been for the family and consistently demonstrated her positive calm approach, sensitivity, respect and professionalism throughout the process and provided timely progress updates through completion to put our minds at rest. We look forward to working closely with Cassi again in 2024 to execute the Final Phase of our Mother’s Will. Thank you Cassi for your superior service and support to our family, it has been a pleasure to work with you and Insight Planning!