News & Articles

Perspective. Discipline. Stewardship.

11/12/2014

David Dryden, CFP®, ChFC®, MS, and Travis Carter, CFP® of Insight Wealth Partners, LLC, once again, have been recognized by D Magazine as Best Financial Planners in 2014. Each year, at the request D Magazine, local CERTIFIED FINANCIAL PLANNER™ Practitioners of the Dallas-Fort Worth Chapter of the Financial Planning Association cast ballots for a fellow CERTIFIED FINANCIAL PLANNER™ Practitioner. With the most weight given to outside-firm votes, a panel of esteemed local financial planning professionals reviews the catalog of highest-voted planners and finalizes the annual list of the “Best Financial Planners”. David and Travis are again honored to be recognized by their local industry peers for the quality of advice and service they provide to their clients.

Insight Wealth Partners, LLC., Retirement Planning Service, Plano, TX