Because the financial service industry is broken
Our industry has problems that we would not tolerate from any business:
- We don’t know how much this costs
- We don’t understand how our money is invested
- No one can explain anything in a way we can understand
- Nothing is customized for my specific needs
- Achieving financial goals isn’t the focus
The challenge is clear. The solution is here, and honestly, it’s really simple.
- Identify your goals first
- Design a customized rules based investment plan
- Implementing a financial planning process that proactively addresses your changing needs
- And most importantly, common sense answers and explanations to all your questions
How are we able to deliver a different our solution? By combining best in class technology and our 15+ years developing unique investment solutions.
The time to put clients first and change this industry is now!
CALL TO ACTION! Sign up for our blog!
We will be handing out knowledge for free. Our focus will be on the following topics:
- Building smart financial goals
- Educating investors – crushing myths, destroying confusing jargon, sharing our process
- Behavioral finance – understanding why us humans do what we do with money
Before our next post we want to help you right now!
Send us your most challenging, confusing or scary financial questions by March 15th and we will answer them on our blog and review your financial situation one-on-one for free. Simply ask your question on our Facebook page in the comments, tweet at us or send an email to Josh@investwithinsight.com.
Thank you for starting this journey with us!