InSight Financial Planners - Boulder, Colorado

Loretta Z.

I have been working with InSight Financial Planners for several years and I cannot say enough positives things related to my personal financial relationship with them as well as that of my company. Kevin and Peter are always on top of all the important things related to wealth management, especially the things that I don't think about and/or don't exactly have time for. They provide timely reminders and advice. They, and their team, are super easy to work with, very accessible, super smart and non intimidating. I'm financially so much better off since we started working together.
Not sure how I survived without them... 🙂
Highly recommend working with InSight.

Nancy M.

I’ve been with InSight for several years and am very pleased with them. They explain things well and always consider what is best for you. It’s a relief not to have to deal with investments by myself. I would highly recommend them for caring personalized service.

Nik K.

Peter and Kevin have been amazing. They are extremely thoughtful in working with us to understand our future goals and lifestyle preferences. We could not be happier with their personal approach and the level of detail they bring to our conversations.

John F.

After searching for the right financial planning firm for our family, we went with Insight and we are very happy with our decision. Peter and Kevin are thoughtful, hard-working, responsive, and very attentive to our unique needs. Not to mention, they’re just good people. We highly recommend them!

Clement M.

It's not often that you come across people that truly love what they do and do it to the best of their abilities. Kevin and Peter truly do their best all the time. They know what they're doing, they believe in what they're doing, and they give their best to every single one of their clients.

My business partner and I recently bought an investment property through a 1031 exchange. We used Insight for the 1031. They were there to answer any questions that we had along the way, kept us very informed on what was happening, and Kevin personally showed up to the investment property with a gift on our closing day! He wanted to personally congratulate us on our investment!! The relationships that they try to build are real. They don't " fake it to make it".

If you want honest, knowledgeable, kind, patient, understanding people to help you plan out your financial future, definitely get in touch with Kevin and Peter and the Insight crew. They will do their best and nothing less!

Johanna H.

One of the best decisions I've made in the last year was to start working with Peter and Kevin at InSight. Before then I had a vague understanding of critical day-to-day and long term considerations such as retirement, estate planning, insurance, investments and so on. Since I've joined InSights I have a much better understanding of these things which helps limit my risks in many ways. Also, my retirement savings has been had much greater returns now that it is actively managed. I highly recommend InSights - Kevin and Peter are very knowledgeable, personable and supportive!

Amber M.

Before working with Peter and Kevin, I knew NOTHING about investing other than the fact that I needed to start doing it! The team has been so helpful in setting us up for success to achieve our long term financial and life goals. I trust their judgment and so appreciate the time they give to talk to us about all aspects of our financial health.

Matthew F.

Peter and Kevin have helped us better understand our finances, effectively diversify our assets and protect our assets and family in ways we didn’t know possible. Beyond that their communication style and responsiveness are unparalleled in our experience in the financial and accounting industry. We’ve recommended them to anyone we know that is in the market for their services and will continue to do so.