An Innovative Estate Plan

Insight was started by Robert Feisee after the tragic experience he had with his father and problems which arose from his father’s illness and lack of planning. Robert, “Bobby” wanted to help ensure others did not face what him and his family did during this tough period. He strives not only to provide clients with plans that work for them, but to also help clients pass on their legacy through Legacy Planning. In addition, Insight offers clients planning tools for their businesses and works closely with financial advisers to foster a teamwork approach to estate planning.

We work with clients and their families to establish a complete estate plan that works. We do not charge for meetings, phone calls and emails. We offer maintenance plans to our clients where we continue to work with them and their changing needs, as well as offer document updating to reflect changes in the law. Please join us at one of our free Planning Workshops to learn more about our firm and our process.

Posted in: Why InSight?