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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 1pm

Financial Insights Wealth Management

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Tacoma, WA
Financial Insights Wealth Management

Financial Insights Wealth Management is a high net worth wealth management firm. Financial Insights, Inc. is a Registered Investment Adviser.

Financial Insights is a high net worth wealth management firm specializing in customized retirement planning and investment management. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Financial Insights, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Financial Insights, Inc. unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

09/16/2026

Join Alan Hensley, CFP®, VP at Financial Insights, and Mai-Lee Coddington, Senior Healthcare Advisor, for a two-part session on important Social Security and Medicare updates.

3:00 PM | Medicare – Mai-Lee Coddington
3:40 PM | Social Security Benefits – Alan Hensley, CFP®

Register for the event here 👉🏽 https://lp.constantcontactpages.com/ev/reg/r8t5f3d/lp/214b98ac-67c5-4507-b908-57b23fa5015f?source_id=3c318c56-fd52-4963-bad2-594c8dc40bab&source_type=em&c=FPdqTZXK21aCxss6zRwBRt_GUUYnz1KAM8ybHDFe4NAmUu7o9do4KQ==

09/09/2026

Blue Friday came early this year! 🏈

We’re celebrating the kickoff of football season with plenty of team spirit and big smiles!

From our team to yours, here's to a great season ahead! 💙💚

08/17/2026

Financial Insights Wealth Management is honored to be nominated for the Thrivent Financial Award for Excellence in Philanthropy and Community Service! 💙

This award recognizes women-led organizations making a meaningful impact through philanthropy and community service. Financial Insights is proud to be recognized for its ongoing commitment to giving back and supporting our community.

Learn more about the award and selection methodology here: https://womentowatch.investmentnews.com/process

06/09/2026

Our Q2 Newsletter is finally here! Catch up on all we've been up to! 👇🏽

06/03/2026

The 3rd Annual Tacoma Business Golf Cup Invitational brought together local business leaders, clients, and community partners for a memorable day of fellowship, friendly competition, and fun at Trophy Lake Golf & Casting Club.

We were proud to once again partner with First Tee of Puget Sound and are grateful to everyone who participated, volunteered, and sponsored the event. Despite rainy and chilly conditions, golfers embraced the day with enthusiasm, making the tournament another great success.

Most importantly, the event provided an opportunity to strengthen relationships, build new connections, and support the important work of First Tee of Puget Sound.

Thank you to everyone who helped make this year’s Tacoma Business Golf Cup Invitational such a special event!

https://financialinsights.com/3rd-annual-tacoma-business-golf-cup-invitational-recap/

04/29/2026

Draft day is a reminder that great outcomes rarely happen by chance.

Success comes from preparation, smart decision-making, and keeping the long game in focus.

At Financial Insights Wealth Management, those same principles guide how we help clients build, protect, and grow their financial future.

Because whether you’re building a team or a legacy, every pick matters.

04/13/2026

Last Thursday night, we had the honor of celebrating our very own Jordan Ford, a South Sound Business 2026 40 Under 40 honoree! 🥂

We are incredibly proud of her hard work, dedication, and the positive impact she continues to make in our community. Her influence can be felt throughout Tacoma, and it showed during this special evening 💚

Congratulations, Jordan! We are so grateful that the South Sound recognizes the inspiration you are. 🎉

📸: MadCap Marketing

04/02/2026

In observance of Good Friday, U.S. financial markets will be closed on Friday, April 3, 2026.

Financial Insights will remain open until 1:00pm.

03/11/2026

🎉 Today we’re celebrating Melissa’s Birthday! 🎂 We’re so lucky to have you as part of our team. Your positivity and dedication make a difference every day! Wishing you a year ahead filled with happiness, success, lots of laughter, and everything your heart desires. Cheers to you, Melissa! 🥳

02/14/2026

🎉 Join Financial Insights Wealth Management for a complimentary Wisdom & Wealth educational webinar as we break down key retirement and tax planning changes coming in 2026. Learn what’s changing, where new opportunities may exist, and how to position your financial plan with confidence. Presented by Alan Hensley, CFP®.

Address

1551 Broadway, Floor 6
Tacoma, WA
98402

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 1pm

Telephone

+12536276010

Website

http://www.financialinsights.com/

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