About Insight Financial
Insight Financial offers a client experience like no other. Our unique approach ensures individualized planning according to each client's risk tolerances, distribution strategies, tax situation and estate planning needs. With over 75 years of combined experience in the financial services industry, IFS specialists and advisors are trained to focus on what matters to you the most. Insight Financial Services, LLC is an independent investment advisory firm headquartered in Overland Park, KS with offices in Liberty, MO and Wichita, KS.
As investment professionals IFS understands that different clients not only need, but also deserve different strategies. Our approach to investing looks to gain return and efficiencies where we can. This strategy allows us to focus on different investment vehicles to assist our clients with their investments needs. We are not a mutual fund one stop shop. We recognize that mutual funds have a great number of advantages, but mutual funds are not for every type of investor. Many diversified portfolios can benefit from various other investments to include:
- Exchange Traded Funds (ETF)
- Individual Bonds
- Individual Equity Issues
- Non Traditional Investments
We also don't want to be that firm that you see once and forget. We value each and every client and have an unwavering commitment to provide the highest level of service and advice. This commitment from our advisors requires a commitment from each client as well. We ask only two things of each and every client:
1. BE FORTHRIGHT, with both yourself and your advisor. We are not here to judge anyone for the financial decisions they have made during their lifetime. Every financial plan and strategy begins with the collection of information - the better the data, the better the plan. Keeping debt balances or questionable past investment decisions from your advisor could force you to repeat the habit.
2. HAVE AN ANNUAL REVIEW. A face to face meeting with your advisor is recommended at least once a year. Many clients prefer to meet more often, especially during the first few years of engaging our services. We not only recommend it, we expect it. This annual financial physical will keep us in tune with your personal situation and give you the avenue to ask questions and evaluate how we are doing.