top of page
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.

Contact Us

FOR A FREE CONSULTATION

(978) 774-2266

150A Andover Street

Suite 4-B

Danvers, MA  01923

​​

EMAIL

info@wealth-insight.com

Recent News & Events
McMillan.png

5-6-2024

May Market Update

All three major U.S. indices tumbled in April. The S&P 500 lost 4.08 percent, the Dow Jones Industrial Average fell 4.92 percent, and the Nasdaq Composite dropped 4.38 percent. The sell-off, which was the first monthly decline this year after a strong first quarter for stocks, was primarily due to rising interest rates during the month.

Dollar Bill in Jar

5-21-2024

How to Prioritize Financial Goals as Life Gets More Complex

Some people are savers, some are spenders, some live carefully within their means, and some live life to the fullest, even if that results in accumulated debt. You likely won't remain solidly in one category throughout your life, as circumstances, income, and expenses change.

Latest Tweets
bottom of page