Insight Wealth
Financial Consulting Lee's Summit
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Description
Insight Wealth, LLC is an independent team of Eversource Wealth Advisors, LLC, a registered investment advisor. We assist couples and individuals to develop retirement planning strategies. Led by Samantha Compton, our process emphasizes education and communication, particularly for those approaching or in retirement. We utilize a comprehensive framework addressing income planning, investment considerations, tax planning, insurance, estate planning, and other financial areas—working with your tax and legal advisors as appropriate. We serve clients preparing for retirement in the next 10 years, recently retired, or experiencing overall life transitions, providing guidance to help you pursue your financial goals.
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Financial Consulting(816)287-9456 (816)-287-9456 +18162879456
Map 207B SW Jefferson
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