Our Firm

Glenn J. Hansen, CFP®, MS,

Robert W. Ratti, CFP®

Donna Lawley, Administrative Assistant

"Relationships...That is the basis of our business.

Our Financial Advisors care about people, not transactions."

Financial Insights is a full-service financial services firm dedicated to helping our clients build wealth and preserve their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company.

Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

Financial Insights is committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I help to potentially increase the return on my investments while attempting to reduce risk?
  • How can I "inflation-proof" my investment income?
  • Do I need disability insurance? Long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?

 

We offer financial products and services tailored to your individual needs. Financial Insights is committed to you for the long term.

 

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We have established long term working relationships with the following firms:

FSC Securities Corporation 
          

      .....service built on independence and trust.

As one of the country's largest independent registered broker-dealers, FSC Securities Corporation has gained a reputation for providing independent financial advisors with the resources, services and products they need to make viable, objective financial recommendations to individual investors such as yourself.

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Pershing  A BNY Securities Group Co.
                         Solutions from The Bank of New York 

      .....the leading provider of comprehensive brokerage execution, 
     clearance, data processing and investment products and
    services to financial organizations world wide

Pershing works behind the scenes to provide the people, services and technologies that help make successful investments possible.  Pershing is the source for a diverse array of securities trading, clearing, information management and financial products and services. 

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck