Insight Financial Partners, LLC

Firm Profile

We are an independent, employee-owned RIA hybrid business model, aligned with both Global Retirement Partners and LPL Financial. Our team members have been providing retirement plan investment advisory and consulting services since 2001.

We provide comprehensive ERISA consulting services to small and mid-sized corporations, not-for-profit, educational and religious institutions. We specialize in the co-fiduciary oversight of institutional retirement plans that include defined benefit, defined contribution (401k, 403b, 457, etc.) and non-qualified plan strategies for the highly compensated and key employee populations.

ADDRESSS
7109 Braemar Circle
Lakewood, Illinois 60014

KEY CONTACTS
Michael K. Smith
847-867-9271
mikesmith@insightfpllc.com

312-897-3650 Main
844-IFP-401K Toll Free

WEBSITE
www.insightfpllc.com

PRIMARY MARKET(S) SERVED
Micro <$1 million, Small $1 million-$10 million, Mid $10 million - $100 million ADVISOR/SUPPORT SERVICES
3rd Party Vendor Tool Analysis Tool,
3rd Party Investment Analysis Tool,
Benchmarking Tools,
Participant Advice/Participant Services,
CRM/Data Aggregation
Allows Fiduciary Declaration 3(21)/3(38),
Plan feature review/plan design consulting,
Consulting on SMAs
Plan sponsor fiduciary training
Stable Value analysis
Minimum fee schedules

OTHER:
Exclusive access to GRPAA CITs
Exclusive access to GRPAA advisor Centric Financial Wellness
Number of Home Office Employees
3
3rd PARTY CLEARING BD
LPL Financial