Independent, fee only, fiduciary planner?! Five stars from me all day long! More advisors like this…read moreare needed, here!

Working with Sarah ultimately led to an invaluable feeling of ease and security for our future…read more My wife and I worked with Sarah for 8 months and we accomplished so much! Our goals were to learn more about our options and get those options organized to be able to make smart choices to be prepared for our short term goal of moving out of the country with an eye on the long term goal of having a financially secure future. If we had remained in the US we would be lifetime clients! Sarah took time to get to know us and understand our goals and approached us in what I would describe as a holistic approach that was welcoming, understanding, and came with a great deal of knowledge, guidance, and organization. Working with Sarah is an amazing experience and I believe one of the best choices you will make for your future!

Ryan is different from all other financial planners I have met, he actually listens. He then gives…read moreyou outstanding advice based on what you want and what he thinks might best get you there. My portfolio has grown under his knowledge and oversight. Cannot recommend him enough.

Doug was super helpful and had lots of great insights and thoughts on planning for retirement,…read morecollege, and various tax situations. I'd highly recommend him for any financial planning advice!

Doug was extremely helpful and patient with me! He found a way to fit me in to his busy schedule…read morewhich I greatly appreciated. I'm working on buying a home and Doug helped me identify a budget and strategy. He helped me execute that strategy and answered my questions via email promptly. He also helped me optimize for retirement and give me a good view of the strength of my plan. He sent a thorough recap and identified action items for me to follow up on. Highly recommend!

Kevin has been an amazing financial advisor for my husband and I. He has provided excellent…read moreguidance and has helped us properly plan to reach our financial goals. Can't thank him enough for all of his hard work and dedication!

Where to begin? Frustrated from a past of speaking with other financial planners -- all of which…read moremade me feel bogged down and like I wasn't living up to their standards, I agreed to sit down with Peter at InSight to take a look at my small business past, as well as my path forward. In sixty minutes, Peter not only gave me a better outlook on my business, but uncovered massive deductions I hadn't been covering and claiming -- way more than I ever knew were possible. Additionally, he informed me about applying for a PPP loan, which has uncovered a world of difference for my business financially. Even after speaking with multiple other planners, I was certain I was taking every deduction I possibly could each and every year. I walked in thinking I would prove to myself again that I was doing all that I could already. Come to find out, Peter helped me realize I was claiming only about 40% of what I ultimately could be. He also helped my partner and I uncover some additional ways we could collectively save money in our lives as well. If you are willing to spend an hour of your time understanding how you can save tens, if not hundreds of thousands of dollars of dollars per year in your life and business, do yourself the favor and schedule a meeting!

Great service!!!!!! We always get the best return and the best attention to detail from Lance and…read morehis team. If you want to go to a place that watches out for you and make sure that you make the best tax decisions use this company.

Tracy is fabulous and has been so helpful. I have been with him for 20 plus years. He has given…read moreme great advice and helped me so much after my husband passed. I can bounce anything off of him. He gives me peace of mind and genuinely cares, not to mention he has good ideas.

Excellent advice and a pleasant experience from Ron. We were able to navigate retirement plans with…read morehis help. Thanks!

Competent tax advice for current year and also for planning in the future…read more Brianna has been excellent at submitting our tax returns, but she also provides a checklist so that we know and understand what she requires ahead of time.