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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.

Contact Us

FOR A FREE CONSULTATION

(978) 774-2266

150A Andover Street

Suite 4-B

Danvers, MA  01923

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EMAIL

info@wealth-insight.com

Recent News & Events
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9-7-2023

September Market Update

Equity markets fell in August as investors pulled back from riskier investments. The S&P 500 lost 1.59 percent, the Dow Jones Industrial Average lost 2.01 percent, and the Nasdaq Composite dropped 2.05 percent. Despite the modest August declines, all three major U.S. indices remained in positive territory for the quarter and year-to-date.

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7-6-2023

2023 Midyear Market Outlook

As we enter the second half of the year, we’ve had several shocks. Inflation is still too high, even as the Fed has continued to raise interest rates in repeated attempts to combat rising prices. Even though we dodged the debt ceiling bullet, a recession is still widely expected. Looking at the headlines, you might expect the economy and markets to be in very bad shape.

Meeting

6-13-2023

A Midyear Check-In

As we near the halfway mark of the year, it’s an ideal time to conduct a midyear financial planning review so you can assess your progress, make necessary adjustments, and ensure that you’re on track to achieve your financial goals. This checklist of topics can inspire conversations that help confirm you’re headed in the right direction or adjustments that will get you back on target.

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