Broker Check

Comprehensive Financial Planning* for Psychotherapists

At Insight Financial Group, we specialize in helping psychotherapists and their families develop and implement financial planning strategies. Peter Cole, the founder and director of Insight Financial Group, is both a Chartered Financial Consultant and a Licensed Clinical Social Worker. Peter has written columns in the California Society for Clinical Social Work Newsletter called "Clinicians' Money Update." At Insight Financial Group, we understand the challenges and rewards of the modern psychotherapy practice. We can help you put together a financial plan, and can manage your investments according to sound financial principles.

Here are just some of the services we offer psychotherapists:

  • Project your retirement needs with sophisticated financial planning software 
  • Implement a plan to fund your retirement needs 
  • Establish an asset allocation strategy
  • Restructure current portfolio as needed 
  • Establish an investment policy and plan 
  • Review your tax situation to look for possible tax savings 
  • Review your insurance needs 
  • Review your estate plan 
  • Establish a comprehensive financial plan 
  • Monitor your accounts and financial progress

We feel that a strong relationship between ourselves and our clients is the ground upon which the important work of financial planning is built.

Please give us a call to set up a no-fee initial consultation.