Litonya Allen, Investment Advisor Representative

07/10/2026

If you have questions about inheritance, estate planning, retirement, investments or money management, I have answers. Your fiduciary guidance is one click away!

07/05/2026

06/27/2026

Thinking about transitioning from a SEP or SIMPLE IRA to a 401K plan for your business? Now is the time to find the right plan for you! It can be a time consuming endeavor and the deadline to make this move could be as soon as October 1st, depending on the structure.
Let's explore your options with a complimentary consultation.

https://calendly.com/insightria-visit-with-litonya/client-meeting-consultation

05/31/2026

Such a good resource!
I'm here to tell you the truth. I know more than 99.9% of the population about this stuff. But. We can't all be an expert on EVERYTHING. Here's a government program expert that I follow: Dr. Ed Weir
https://www.mygovexpert.com/

** I do not receive any compensation for sharing this link.

Social Security, Medicare, Medicaid Questions? FREE LIVE YouTube Q&A "Daily" 3pmPST/6pmEST

03/24/2026

I want to thank Clark County Historical Museum for featuring our business last week! These stories are great and I will share them as time permits!

03/20/2026

Is your retirement plan tax efficient? This is so important! Especially for you high earners out there! Retirement planning without tax planning can make or break you in the years when what you really want to do is relax and enjoy life. Schedule a complimentary consultation, let's get you going in the right direction! Send me an email so we can connect!
[email protected]

03/16/2026

We are being featured with Clark County Historical Museum this week! Although my branch location is in Tualatin, I am an independent adviser, serving all my clients on the north side of the Columbia!

: And we’re back with the first Small Business Highlight Week of 2026! This time, we’re kicking things off with Insight Financial, Inc., a locally rooted firm dedicated to helping individuals, families, and businesses plan for the future with clarity and confidence.

From March 17-21, 2026, we will be celebrating the women-owned businesses of Clark County — the entrepreneurs, innovators, and community builders who keep our local economy vibrant and our neighborhoods thriving. Throughout the week, we’ll spotlight a few of these remarkable businesses and the women leading them today, while also reflecting on the long history of women’s work, leadership, and enterprise in our community.

As part of our Small Business Initiative, employees and clients of Insight Financial, Inc. will receive FREE admission to the museum during this Highlight Week! Just mention them when you check in at the front desk to claim the benefit.

See you soon as we celebrate the women building Clark County’s business community in the past and present!

02/18/2026

You may realize this tax season that if you converted money from your Traditional IRA or 401K to a Roth, you would have paid no tax on that conversion! There are some people who are 65 and older who are in that sweet spot.
Wondering if you fall into this category?
Schedule an appointment with me. I LOVE this conversation!
https://calendly.com/insightria-visit-with-litonya/client-meeting-consultation

02/13/2026

One of my many partners

After several turbulent years, Americans are feeling more financially cautious. Our 6th annual Risk Tolerance Tracker reveals how events of the past year have reshaped American investors’ views on risk, financial security and retirement readiness.

Read on to see what’s worrying investors, which generation is most anxious and how Americans are adapting to keep their retirement plans strong: https://hubs.li/Q040GjTN0

01/02/2026

Best wishes for 2026! Cheers!