Who We Help
Whether you're planning for retirement, are in the midst of a life transition, or considering what's next in your life journey, we can help.
Insight Financial Horizons is a premier financial services firm on the North Shore of Boston, focusing on helping our clients navigate life’s many crossroads.
What We Do
We are CERTIFIED FINANCIAL PLANNER™ practitioners with more than 50 years of combined industry experience.
We bring independent advice, exceptional service, a philanthropic spirit, and a world of experience to the financial planning and wealth management process.
Recent News & Events
September Market Update
Markets continued to rally in August, with all three major U.S. indices setting new record highs. While there was some mid-month volatility, markets were able to bounce back swiftly toward month-end. The Dow gained 1.50% while the S&P 500 notched a 3.04% return. The Nasdaq led the way with a 4.08% return.
Midyear Outlook 2021: Finding Our Way Back to Normal
Halfway through 2021, we can finally see the light at the end of the pandemic tunnel. There has been much progress with public health and the economy. Vaccines have controlled the virus and brought new case growth down to pandemic lows. Millions of jobs have returned as the country has reopened. But as we enter the second half of the year, new problems have emerged.