Aggregators, Broker-Dealers & RIAs
NAPAFIRMPARTNERS
Tampa, FL • ifpartners.com
Crystal Lake, IL • insightfpllc.com
Independent Financial Partners
Insight Financial Partners, LLC
Key Contact(s)
Key Contact(s)
Jeff Acheson 614.310.4274 • jeff.acheson@ifpartners.com Elle Moser 614.401.6709 • elle.moser@ifpartners.com
Michael Smith 847.867.9271 • mikesmith@insightfpllc.com Morgan Burkle 312.897.3650 • morganburkle@insightfpllc.com Jerry Kalish 312.208.9630 • jerrykalish@insightfallc.com
Firm Profile We are a full-service broker-dealer, registered investment adviser, and insurance agency. Everything we do is with the financial advisor and their clients in mind and our vision is to become the easiest firm in the industry for financial and retirement plan advisors to work with. We are focused on creating and delivering a compelling value proposition through a multi-disciplinary business model with integrated and complimentary service and product capabilities. Our growth will be driven by the success of our deliverable’s crafted in concert with visionary strategic affiliations, enhanced partnering opportunities and other key tactical alliances.
Primary Market(s) Served Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million
Options Available • Preferred Provider Program • Business Development Consultants • Benchmarking Tools • Participant Advice/Participant Services
Firm Profile Insight Financial Partners, LLC is an independent, Registered Investment Advisor that specializes in delivering Retirement Plan Consulting, Investment Advisory and Fiduciary Support Services to Employer Sponsored Plan Strategies (401(k), 403(b) 457, Defined Benefit, College 529 Savings Plans, Non-Qualified Plans and Foundations). For the sixth consecutive year, CEFEX, the Centre for Fiduciary Excellence, has certified Insight Financial Partners, LLC to the Fiduciary 360 (Fi360) standard, “Prudent Practices for Investment Advisors.” The CEFEX assessment is based on the international standard, ISO 19011: Guideline for quality and environmental system auditing, adjusted to align with the needs of the investment industry.
Primary Market(s) Served Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million
Options Available • Benchmarking Tools
• CRM/Data Aggregation
• Participant Advice/Participant Services
• Internal Rollover Program
• Internal Rollover Program
• Allows Fiduciary Declaration 3(21)/3(38)
• Allows Fiduciary Declaration 3(21)/3(38)
• 408(b) (2) - In-House or Outsourced
• Plan Sponsor Fiduciary Training
• Plan Sponsor Fiduciary Training
• Stable Value Analysis
• Stable Value Analysis
Home Office Employees Supporting the Business 50
78
• Minimum Fee Scheduless
Home Office Employees Supporting the Business
5
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