Estate Conservation and Retirement Plans; Life, Disability,* Long-Term Care and Health Insurance; Fixed Annuities,** Variable Annuites^ and Mutual Funds^

Helping You Achieve Financial Clarity

To achieve financial security, you need a strategy that coordinates each aspect of your wealth – Accumulation, Management and Asset Protection – into one clear picture.

At Insight Financial Associates, we specialize in bringing financial “ah-ha” moments to our clients. Whether it’s investments, retirement plans, income security, or life insurance and long-term care insurance, when you have the right insight, you’ll feel empowered to make the best decisions for you and your family.

Financial clarity means different things to different people

We help you find what it means to you. Different life stages require different financial approaches, and meeting your needs at every stage is our primary goal.

To best understand your priorities, we start by listening and asking important questions. There are so many choices when creating a strategy, it can often seem overwhelming. We will help you understand these choices and how they relate to your overall financial picture, so that you have the knowledge to make wise and informed decisions.

Whether you have done a lot of strategizing or none at all, we will work with you to create a strategy that makes you feel confident about your future.

Meet Our Team

Naomi R. D’Agostino headshot

Naomi R. D’Agostino, CLU®

Founder and Principal

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Robert J Routson headshot

Robert J Routson, ChFC®

Principal

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Our Clients

Our clients are individuals and business owners who have a variety of financial strategies and protection needs. With our knowledge and many years of experience, we help navigate the different phases, from wealth accumulation during Growth Years, to Retirement, providing peace of mind and confidence for the future.

Areas of Expertise

Insight Financial Associates provides individuals, families, and businesses with innovative, cutting-edge products and services to help them grow, protect, and conserve their wealth through all stages in life. Taking into account your needs, goals, and tolerance for risk, we will work with you to bring clarity to what you want to achieve and how to get there. Some of our key services are listed below.

Retirement Planning

Investments

Estate Planning

Life Insurance

401(k) Rollovers & IRAs

Charitable Giving

Annuities

Business Owner Strategies for Retirement & Succession

Employee Benefits

Long-Term Care Insurance

Health Insurance

Medicare Supplement Plans

The Process

Our process begins with careful listening, leading to strategies designed in collaboration with our clients. We discuss each recommendation and strategy because we know when you understand what is happening with your money, you are more likely to make smart choices that align with your goals.

When you enter new phases of life, your financial needs will also change, and we will be there to help you adjust your strategy accordingly.

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Step 1: Approach

Everyone’s situation is unique. The more we know about you, the more appropriate our recommendations will be for you, specifically. As a result, we take the time to discuss your hopes, dreams and objectives, and things that really matter to you.

Step 2: Analyze

After reviewing the information you provide, we will identify your specific objectives and priorities.

Step 3: Develop

Using the information from our conversation and analysis, we will recommend the steps to help you achieve your financial goals.

Step 4: Coordinate

We work with your tax and legal advisors to make sure your plan coordinates with tax and estate planning strategies.

Step 5: Implement

We will guide you through the necessary steps to establish each part of your plan.

Step 6: Monitor

We will monitor progress and provide ongoing service as your needs, situation and the economy change over time.