FIVE STAR PROFESSIONAL Home Research that Recognizes Outstanding Service Professionals Fmd a Professional INSIGHT FINANCIAL SERVICES Mal• dw -tof w+ut ,_,No.-. '-"""""""""- Preside nt & Owner Insight R nancial Servle<ts 7101 Col lege Blvd Ste 1501 OVerland Park. KS 66210 Office: 91~02·2020 [email protected] ACCREDITATIONS & AWARDS: • Tlv..,.year Five Star Prolessoonal FIND MEON: F1ve Star Award Research About Us For Professionals News Insight Financial Services, a private wealth management firm where Investing Is a process, not a product. THE INSIGHT FINANCIAL SERVICES DIFFERENCE: We don t ead w!lh product. We lead wrth the cl\ent. We is ten and then we create a pe<Sonalized W>vestment strateqy that grct11S out ollhe c fs fnanc:ial cl"cumstances and lct11ard his or he< iwestmenl goa;-s. Investing gram from ll>de<standing and that comes from knowrog ow clients and thM goals. That is Ykly we insiSt on meeting Ylllh each client lace-to-lace and eo<J89i1>9 IWn or he<., thM fnanc:ial plan. We don.! outsowce the c Enfs f..ancial advice or the """""J'!ffl of thM money. We take the lime to gathe< the big pictwe of the c fs assets and -.come. spending and nel"l.alh. tax obligations and estate plans. Vl'e beli&ve the clienfs iwestments beneli from an advisor vklo nam and ll>de<stands the clienfs linanclilllandscape. Then, before we laDe about iwestment strateg;es, we s ""'' "'and isten to ow c~s explaOl vklat they v.<anl their money to become ... a second home, an educahon lor their children or grandchildren. a ,,., around the v.ald or a comfortable retwement. Next. we place the c Is dreams beside the rea&t""' of thM assets and expenses, thM ns tolerance and tax situation. At that po-.t we can evaluate them on a practical timeline. Emaot Pete Martinez . MBA Once we na11 •1Alo ow c~ts ate, v.bere they are nan and •1.t.ere they want to go, we create and WlcividuaiiRvestment strategoes. irfPement their Vl'e beieve -.vestng is a process, not a product. Vl'e beieve iwesting is pe<Sonai. Vl'e beieve a sound fll\antlill plan is I from experience and insight. SPECIAL TIES AND INTERESTS Kansas City Olildren·s Asststance Network Co-Founder and AdviSory Board l•lefrbe< Little League Basebal Programs Vok*>leer Fonner Captain. U.S. Force, G<Af Wa< Actrve merrber ., his cluch To read more about Five Star ProlessoOnal"s melhodology lor detemww>g Ymners, click here. SectMII""' and advisory setVices offered Uvough Nahonal Plannong CorporatiOn (NPC). 1\efrbe< FINRNSIPC. a Regste<ed Investment AdviSer. Addi1ional advisory setVoces offered through IFS Advisors, LLC {I FSA), a Regste<ed Investment Advisor. IFSA. Insight mancial Services and NPC are sepa<ale and unrelated cOIT'pallies. Five Star Professional idenhfoed pre-quailfoed award candidates based on industry data and contacted all idenhfoed brol<er dealas, Regstered Investment Advisor ftrmS and Fl RA;egistered representatives ., the Kansas City a<ea (W>Ciudes J ohnson, Wyandolte, Douglas, Leavem.alh, .tam. Atchison and Fran<lin cooobes., the state of Kansas: and Jac son, Oay. Plate. Cass, Buchanan and Ray cooohes ., the state of M'Ssouri) to gathe< weallh manager nomirlat.ons. Sell""""""'lions were not accepted. Award candidales were then evalualed agamt 10 olljective y and evaluai>OO critena associaled wilh weallh managers vklo provide quality setVices to thM clienls such as client retentiOn rales, client assets adminostered, fl"l!l revo&" and a favorable r~tory and corrc>~ao>t history. Five Star Professional fonaized theist of 2013 Five Star Wealth Managers to be no more than 7'1. ollhe approxo-nately 7,200 vll!alih managers ., the area. 766 award candidates in the Kansas City area were considered lor the award, of YAloch 203 Y~E<e named 2013 Five Star Weallh Managers. - Weallh managers do not pay a lee to be considered or placed on the Malbt of Five Star We lh ~lanageni. - The Five st.. a't lal'd is not indicative of the wealth rnanage(s lulwe perlorrmnce. - V1'e h managers may or may not use <bcrehon., thM practice and therefore may not manage thM client's assets . -The -.cklsion of a Wl!alth manager on the Five Star Vl'eallh Manager t shoold not be cons trued as an endorsemenl of the ' "'ai1h manager by Five Star Professional, KC Magazne or KC Bus-.ess. - Wori<ing wlh a Five Star Vl'e h Manager or MY 'M!a.1h manager is no guarantee as to lulwe iwestment success. nor is the<e any guarantee that the selected wealth managers Y be awarded this accOfT'C)islvnenl by Five Star Professional ., the lulwe. Fot more -.!onnat>OO on the Five Sta< awasd and the researcl\lseleei>OO methodology. go to: fNestarprofesslonai..com