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
Key Elements of a Nonqualified Deferred Compensation Plan
Deferred compensation is a term broadly used to describe any agreement between you and your employer to hold back your compensation until a future date or event, such as your retirement. With a nonqualified deferred compensation (NQDC) plan, an employer can offer certain employees the opportunity to defer compensation, without mandated contribution limits.
October Market Update
U.S. markets had a positive September, which helped offset volatility earlier in the quarter. The S&P 500 returned 1.87% in September and 1.70% for the quarter. The Dow performed better, with a 2.05% monthly gain and quarterly growth of 1.83%. The Nasdaq lagged, with a 0.54% monthly gain, taking the index to a 0.18% gain for the quarter.