Philip J. Statz, CFP©
Husband, Father, Friend
Creator of The LifePath™
Founder, President, Advisor of Insight Financial Group, Inc.
My vision for Insight came to me as it does for many entrepreneurs: out of working for someone and feeling that sense of frustration with the “way things seemingly were.”
In two decades of running and refining our unique approach to planning, I’ve been able to surround myself with a team of specialists which are truly the best of the best.
Simply put — we exist to better our clients’ lives, and the LifePath approach is designed to do just that.
“Phil could very well be the most passionate person I know when it comes to his clients – A perfectionist, to say the least. Dots all I’s and crosses all T’s. All clients are given their very own unique, customized plan that pertains to their current financial position. Phil is more than an advisor; he is a creator of freedom. Freedom to live your ideal life.” — Maria
Working with over 60+ families, I feel my role with Insight Financial is forever evolving and growing. I am always trying to take our service to the next level to give clients an experience customized to their individual goals and needs. Personally meeting and working with so many successful families, has truly brought me such fulfillment and knowledge.
Outside of work, I am a wife to my best friend Mike and the mother of two, Ella and Michael. What is truly fulfilling is the same balance and freedoms we work to instill in our clients’ lives, I am able to enjoy myself as a mother, wife, sister and daughter in my own life. I spend my free time with family and our Boston Terrier, Monty. I truly love a good spa day or a vacation in the sun.
Working for Insight Financial has become so very valuable to me, it has been both challenging and rewarding. The opportunity to be a part of a process “LifePath”, has been an opportunity that I will always be grateful for.
“As small business owners know – when your small you only have room for All-Stars, and Maria is just that. Her unique abilities not only combine to make the LifePath run smoothly, it has that multiplying effect for our clients lives as well.
Maria’s development of the LifePath Stepping Stones™ is the glue that helps our client community KEEP their whole financial life in working order forever!” —Phil