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Phone: 972-543-4876

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Office: 972-543-4876

3333 Premier Drive

Suite 800

Plano, TX 75023

mark.stegman@insightwp.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Insight Wealth Partners, LLC is an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Insight Wealth Partners, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. No advice may be rendered by Insight Wealth Partners, LLC unless a client service agreement is in place. Investing involves risks, including the possibility of principal loss. The use of a Financial Advisor does not eliminate risks associated with investing. Consider the investment objectives, risks, charges, and expenses carefully before investing.

Platinum Financial Services (PFS)

To achieve the Platinum Financial Services program (PFS) designation for the financial planning practice, requirements include: having at least 40 client groups with $500+, having at least 50 clients with financial plans, the advisor has at least one of the following designations: APMA™, CFP®, CFA®, ChFC®, CLU®, CRPC®, RICP®, CPWA® or CIMA® at time of measurement, Practice minimum of 90% of $100K+ groups with at least 4 days of contact recorded on the primary advisor’s Contacts by Household report in the last 12 months, Practice minimum of 90% of $100K+ groups with goal-based advice as reported on the primary advisor’s Goal-Based Advice Report, Practice minimum overall client satisfaction rating of 4.9 out of 5.0, Practice minimum net flows of $2 million, Practice minimum of 3% net flows as a percentage of prior year Assets Under Management and a satisfactory compliance record and being in good standing at the time of qualification.

Five Star Wealth Manager Award

To receive the award, an advisor must satisfy ten objective criteria that are associated with wealth management, including favorable, disciplinary and complaint history review and a minimum of five-year client retention rate. No more than seven percent of the wealth managers in a market receive the award. You can learn more about the Five Star Professional award at the Five Star Professional website in the link below.

https://fivestarprofessional.com/public/wmresearch

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