Financial Insights

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Community Committment & Involvement

Community Commitment & Involvement

Since its inception in 1981, Financial Insights’ mission has included participation in philanthropy – both locally and worldwide. Associates are encouraged to be active in their communities and also to provide the time and resources to support charity. As the company grew, so did thier commitment to charitable causes. A fixed percentage of Financial Insights’ revenue is dedicated to the areas of: education, hunger, women and children and world development.


Hurricane Recovery

On President’s Day weekend, Financial Insights sponsored a team of three to participate in the Hurricane Recovery efforts in Lake Charles, LA. Through the United Methodist Committee on Relief (UMCOR), Gini Bruce, Marilyn Mullenax and Sunny King assisted in the rehabilitation of a 90 year old gentleman’s home. The work team repaired ceilings, walls and flooring that were much in need of attention since the 2005 Hurricane season.

If you are interested in volunteering through UMCOR, you may visit www.la-umc.org and click on Disaster Recovery Ministry.

Hurricane Recovery 1 Hurricane Recovery 2 Hurricane Recovery 3
Hurricane Recovery 4 Hurricane Recovery 5 Hurricane Recovery 6

United Way of Pierce County

Financial Insights recently partnered with The United Way of Pierce County (Washington) and other coalition groups on a five-year Early Learning program that engages childcare providers and parents in preparing children to learn. In addition, Financial Insights associates have worked building homes with Habitat for Humanity in New Orleans and participated in a Rotary outreach trip to Ethiopia that helped immunized children against polio. During that trip, associates also helped build and secure funding that brought safe drinking water to residents. In Johannesburg, South Africa associates brought books and other gifts to children and taught lessons in English.


Bikers Against Statewide Hunger

During the last few holiday seasons, Financial Insights’ associates have teamed with Bikers Against Statewide Hunger and the Emergency Food Network to provide turkeys and assemble food baskets for those in need. 


Additional community involvement has included or currently includes:

Financial Insights, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission and the Securities Division of the State of Washington. Financial Insights offers personalized financial planning, retirement planning, legacy planning and wealth management services. Learn more ...

Annual Client Meeting


Saturday, October 2, 2010
9:00am to Noon
Wheelock Student Center
Rasmussen Rotunda
University of Puget Sound
1500 North Warner
Tacoma, Wa 98416
Register Now

About Us

Financial Insights provides customized wealth management services for high-net-worth individuals and families, including:

    • Advisory & Financial
       Planning
    • Asset Management
    • Legacy Planning
    • Retirement Planning
    • Additional Services

Financial Insights

3110 Ruston Way, Suite C
Tacoma, WA 98402
( map / directions )

253 · 627 · 6010 LOCAL
800 · 576 · 6010 TOLL-FREE
253 · 627 · 6097 FAX
( contact us )

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