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Wealth Management

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

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Business Planning

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

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Financial Planning

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

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Define your goals. Design your plan. Achieve financial confidence.

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.

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

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

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Meet Our Team

Chris Whitman

CEO, MBA, ChFC

850-346-2806

Chris_Whitman@InsightAlliance.com

Randy Whitman

CHFC®, CFP®

(615)902-3646

Randy_Whitman@InsightAlliance.com

David Walker

CRPC® CEPA®

(615)902-3643

David_Walker@InsightAlliance.com

Autumn O'Connor

Assistant

(615) 902-3646

autumn_oconnor@insightalliance.com

Clare Bosse

Assistant

(615) 902-3646

clare_bosse@insightalliance.com