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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
Working Together

10-23-2019

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.

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10-4-2019

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.

Contact Us

FOR A FREE CONSULTATION

(866) 661-9066

150A Andover Street

Suite 4-B

Danvers, MA  01923

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info@wealth-insight.com

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INSIGHT FINANCIAL HORIZONS

​150A Andover Street, Suite 4-B, Danvers, MA  01923

Phone: (866) 661-9066    |    Fax: (978) 774-2066

This communication is strictly intended for individuals residing in the states of CA, CO, DC, DE, FL, MA, MD, ME, MI, NH, NJ, NY, OR, PA, TX, VT, UT.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

 

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