1/4
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
Brad.png

10-6-2021

October Market Update

Markets pulled back sharply in September after setting record highs in August. Rising medical risks hit growth expectations at the same time as concerns about inflation and rising interest rates weighed heavily on sentiment in a sort of perfect storm. All three indices dropped during the month, wiping out most or all of the quarter’s gains. 

MEDICARE_THUMB.jpg

10-5-2021

A Fact Sheet for Medicare

Medicare is a federal health insurance program that covers certain medical services and supplies in hospitals and doctors’ offices. The insurance is provided to U.S. citizens and permanent residents who meet one or more of the following criteria

Contact Us

FOR A FREE CONSULTATION

(978) 774-2266

150A Andover Street

Suite 4-B

Danvers, MA  01923

​​

EMAIL

info@wealth-insight.com

Latest Tweets