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At Insight Financial Services, we truly believe that investing is a process ï¿½ not a product. Todayï¿½s investor is faced with a wide array of investment options. Thatï¿½s why Insight Financial Services takes a unique approach that delivers clarity and a cohesive structure centered around your individual needs. We distill the investment universe down to the core components ï¿½ helping you achieve your financial objectives.

Get to Know Insight

Insight Financial Services, is an independent investment advisory firm located in Overland Park, Kansas. With more than 75 years of combined experience in the financial services industry, IFS clients experience personalized planning and investment strategies tailored to meet...

Our Services

Insight Financial Services plans and invests for high net worth families, high-income earning professionals, retirees managing their nest eggs and those who strive to comfortably retire. We deliver integrated financial and investment advisory services as well as customized...

Our Unique Approach

Because investing is a process—not a product, Insight Financial Services begins with the philosophy behind the approach. This includes the principles of asset class engineering and selection, diversification and structured management. We believe that the markets are efficient...

DISCLOSURE STATEMENT

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities licensed associates of Insight Financial Services, LLC, are Registered Representatives & Investment Adviser Representatives offering securities and investment advisory services through National Planning Corp. (NPC), NPC of America in FL & NY, Member FINRA / SIPC, and a Registered Investment Adviser. Additional advisory services offered through IFS Advisors, LLC (IFSA), a Registered Investment Advisor. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. IFSA, Insight Financial Services, LLC and NPC are separate and unrelated companies.

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