109 Westpark Drive, Suite 150, Brentwood, TN 37027 615-376-8350
Your financial future begins today.

Financial Planning

What are your unique financial values and goals?
How are you protecting your goals? How much should you save?

Growing your business is our business.

Business Planning

What is the plan for your business? Your business is your greatest financial asset.

How do you define wealth?

Wealth Management

Wealth is more than money. Wealth provides means for your life's dreams and goals.

Define your goals. Design your plan. Achieve great results.

Financial Planning

Most have goals, few have plans.

Business Planning

Growing your business is our business.

Wealth Management

Planning for your future should include investing in your future.

Why Choose Insight Alliance?

Our Professionals

Our greatest strength is our financial professionals.

Our Planning Process

Our unique process is designed to organize, educate, empower clients to make optimal financial decisions.

Our Alliances

Your financial team will include specialized professionals in the areas of tax strategy, estate law, liability insurance, and more.

Contact Us

Our Team

Chris Whitman

Chris Whitman


Randy Whitman

Randy Whitman


David Walker

David Walker


Amber Mouser

Amber Mouser

Client Relationship Manager

Latest News

Term Life Insurance: It's not so Simple

When the primary focus of a personal financial plan is maximizing accumulation, things that don’t contribute directly to this objective are often given the briefest of discussions, and evaluated in the simplest of contexts. 

This is unfortunate, because “simple” approaches to these other issues can be costly. Consider term life insurance.

College Education vs. Debt and Savings

For at least 50 years, politicians and policy makers have championed a college degree as the surest path to prosperity and upward mobility. This assertion has merit: numerous studies show college graduates have significantly higher lifetime earnings in comparison to their less-credentialed peers. But a single-minded focus on getting a degree may overlook some of the costs embedded in this career track.

To help Americans attend college, the government provides grants and low-interest student loans. The combination of more students seeking a degree, and subsidies to make it affordable drives up the price. According to statistics released November 2017 by the Labor Department, college tuition has increased 400% since 1990, a rate four times higher than the Consumer Price Index.



Unintended Consequences 401 (k)s Clobber the Best Savers

Besides producing revenue for governments to operate, taxes are used to influence behavior. “Sin taxes” on tobacco and alcohol raise their prices, and hopefully deter their use and abuse. Tax credits may prompt consumers to install solar panels or buy an electric car. Deductions for contributions to IRAs and 401(k)s can encourage retirement saving.

But every tax is subject to the principle of Unintended Consequences; there will be “outcomes that are not the ones foreseen and intended by a purposeful action.” Taxes change the terms of economic activity, and will cause people to adjust accordingly. Makers of tax policy know this, but it is difficult, if not impossible, to predict what will change. Adjustments may not manifest themselves for years. And sometimes, it turns out the tax has influenced the wrong group of people toward an unintended result. That’s sort of the story of the 401(k).


Don't Get Mad. Get Real.

Life is unfair. But what if there’s a way to tip the cosmic scales of justice in your favor, at least when it comes to money?

A new advertising campaign for a retail brokerage company implies that the difference between your mundane existence and the undeserving bosses, snobs, and idiots who are living the high life can be rectified when you sign up for their self-directed investing services. Some of the tag lines:



A Canary in the Entitlement Coal Mine

As the private sector has systematically replaced defined benefit pensions with defined contribution retirement accounts like 401(k)s over the past three decades, governmental units at the federal, state and municipal level have resolutely maintained their pension plans, continuing to promise public sector retirees generous monthly checks for the rest of their lives. But public pensions aren’t immune to the economic forces that caused corporations to exchange employer-funded pensions for less-costly options that shift the responsibility for retirement to the individual, and there are indications change is coming.

Better Benchmarks for Financial Balance

 While every personal economy is different, key aspects of successful wealth management can be articulated with simple benchmarks which, if followed, give you a solid chance of surviving or thriving under most circumstances.