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Services


While managing your finances is ultimately your responsibility, there are many reasons to use the services of a financial planner and, more importantly, Insight Financial Services. With the expertise of our associates, we can help you strategize and manage the different financial aspects of your life. Even if your concern is very specific, we help you to view it in the context of your overall financial situation.

We provide a broad range of financial advisory services for a wide range of personal financial situations. These include:

 

FINANCIAL PLANNING SERVICE FOR ALL STAGES OF LIFE


  • Comprehensive financial life planning
  • Retirement planning
  • Education planning
  • Financial aid planning and integration with existing education funding
  • Estate/eldercare planning
  • Legacy planning
  • Inter-generational planning
  • Special needs planning
  • Job transition planning


INVESTMENT STRATEGIES


  • Quarterly review of financial situation
  • 401K / IRA rollovers
  • Investment planning research for existing securities (cost basis, analyst opinion)
  • Company stock option planning
  • Pension/cash balance review
  • Investment tax planning
  • Gifting and charitable donations
  • Restricted stock unit planning
  • Alternative investment planning

INSURANCE AND BENEFITS NEEDS


  • Life/disability insurance services
  • Long-term care insurance
  • Company-sponsored benefits for employees
  • Business funding and planning

ADDITIONAL SERVICES


  • Weekly market commentaries
  • Invitations to monthly educational seminars
  • Education planning
  • Referral network to other types of advisors (CPAs, attorneys, mortgage brokers, etc.)
  • 24/7 online account access





"Our full-service offerings help us to attract and keep clients for life."
Wayne Tillman, Partner

CONTACT INFO

Flemington Headquarters:
151 Main Street, Flemington, NJ 08822
Phone: 908-788-1799
Fax: 908-788-4599
To contact our other locations, click here.
Securities and advisory services offered through LPL Financial; Member FINRA/SIPC
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the States:
CA, CT, DE, FL, GA, ID, KS, MA, MD, MI, MO, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, WA, WI