Martin Halberg the CEO of Insight Financial Advisors has been a Financial Advisor since 1996 and a Certified Financial Planner® since 2000, He has helped his clients to pursue their life goals through comprehensive financial planning and keep them abreast of their progress through updates and annual reviews. He works with his clients through the process of risk management, asset allocation and diversification of their investments with the goal of helping them weather the volatility in the markets.
Martin Halberg is a Registered Representative of IFP Securities LLC and an Investment Advisor Representative of IFP Advisors LLC a registered investment advisor. Securities offered through IFP Securities LLC, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the disclosure at the bottom of the page. Advisory services are offered solely by IFP Advisors LLC.
As an IFP Securities Registered Representative, I may discuss and/or transact business with residents of the following states: AL, FL, GA, KY, MA, NC, TX, HI
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements Specialties: CERTIFIED FINANCIAL PLANNER™ practitioner with over 20 years of working with CPA's and their clients to provide retirement plans which benefit the ownership with tax deferrals and retirement funding while providing substantial benefits to employee retention. Specializing in working with individuals who are transitioning into new jobs and rolling over former 401k plans. Helping high net worth individuals with strategies that seek to maximize tax advantages of their personal savings