Financial Planning
At Insight Financial Group, our goal is to help you become empowered, confident and successful in the financial dimension of your life. We provide holistic financial planning services to people who demand more from their financial consultant than a “one size fits all” approach. Our services include:
- Portfolio management
- Retirement planning
- Estate planning consultation
- Life, disability and long term care insurance
To accomplish this, we take a multi-dimensional, holistic approach to Money Work.
Peter Cole is a Chartered Financial Consultant who greatly enjoys helping his clients navigate the challenging world of personal finance. Peter is a strong advocate for his clients. He understands what it takes to create financial success, and he is fully committed to helping each of his clients achieve their financial goals. As a client of Insight Financial Group, you will gain:
- A clear picture of your current financial position and the steps needed to move toward the financial future you want.
- A financial plan uniquely suited to your individual life situation.
- Regular personal meetings that provide encouragement and allow for updating your plan as your situation changes.
Financial Psychology Consultation.
To deal effectively with money, we must “clear the decks” of old baggage carried over from our early experiences. Daisy Reese is the Family Consultant at Insight Financial Group. She is a licensed psychotherapist who has been in practice for over 25 years. She has helped hundreds of clients reach new levels of self-awareness and empowerment. Daisy focuses on helping clients resolve the issues that block them from achieving financial stability and success. She offers an approach that can help you:
- Recognize where you are “stuck” about money.
- Understand and release the negative money patterns you may have inherited from your family of origin.
- Learn new, more effective ways of dealing with the emotions that arise around money.
- Improve your communication and ease conflicts with partner and family members around money.
Working with the Soul of Money.
Money is a form of energy. The more effective we are at working with our own energy, and finding our purpose, the more effective we will be in dealing with money. Working with the soul of money includes:
- Clarifying your goals and values
- Defining your purpose in the world and learning how to make your contribution
- Finding your own definition of wealth and success
- Learning to value your own worth and hold expectations of just reward
- Balancing giving and receiving in a way that nourishes you
A Strong Base of Operations.
Peter Cole is proudly affiliated with Securities America and Securities America Advisors to provide financial planning resources for our clientele. Securities America is one of the nation's largest and most successful independent general securities broker/dealers.
Schedule an appointment now to meet with Peter
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