Your employees matter, we’re the piece their retirement plans need.

Providing fiduciary support services to employer sponsored retirement plans in an independent and objective manner.

Our independence and objectivity is exemplified by the time tested partners we collaborate with across the industry.

Your time is valuable, we can help you save it with a Pooled Employer Plan.

Adopting into a Pooled Employer Plan eliminates time you’re spending on forms, filings and fees.

A Pooled Employer Plan allows employers the opportunity to delegate duties and have access to significant pricing discounts by combining assets of adopting employers under one plan.

Proudly CEFEX Certified

Partnering with Insight Financial Partners that is CEFEX certified* ensures that the advisor has prudent fiduciary practices in place and a culture of excellence, supported by documented and structured processes to employer sponsored qualified retirement plans.

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Higher probability of enhanced portfolio outcomes

Documented, repeatable processes are more likely to generate higher returns over time.

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Increased transparency

We describe our process and value accountability to the investor.

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Increased oversight

Independent fiduciary assessments focus oversight on process, so virtually all situations are covered.

Paired with Insight Financial Partners professionals with decades of experience in the qualified and non-qualified plan market space in many industries.

“Our client relationships originate and are sustained through our passionate belief in our social responsibility to prudently guide our plan participants to financial wellness. It is this belief that becomes the foundation of our partnerships and investment co-fiduciary relationships.”

– Michael K. Smith
Managing Partner, Insight Financial Partners, LLC

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