Insight Financial Strategists LLC Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

Retirement and significant life changes, such as divorce, often raise big questions when it comes to wealth: Will my savings last? How do I protect what I’ve built while life feels uncertain? How will my investments, taxes, estate plan, and income strategy work together?
I help clients answer those questions and turn their uncertainty into a plan that supports their goals. I focus on helping people in or near retirement align their finances with the life they want to live next. My work also includes divorce financial planning, helping clients navigate the financial aspects of divorce, and resetting after the divorce into a financially successful direction.
As a fee-only, fiduciary, and independent financial advisor, I am never paid a commission of any kind and have a legal obligation to provide unbiased and trustworthy financial advice.
If you’re preparing for retirement or rebuilding after a major life change, I’d be glad to talk and learn about the support you need. Book a call with me today at: calendly.com/chris-chen-cfp/30min

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