Will Your Money last as long as You do?

Financial Insights, Inc. was founded in 1992 as an Independent Financial Planning organization to serve Rochester, NY.  Retirement Planning Decisions, Portfolio Analysis and Insurance analysis are available. 

Eileen J. Trott, CFP
®   Independent Financial Planning is offered by Eileen J. Trott, CFP.  With 20 years' experience as a Certified Financial Planner, she offers written Financial Plans with Monte Carlo success analysis, Fee-based investments, Investment Portfolio Analysis, and insurance analysis.   She has fo
cused on filling the needs of seniors, "involuntary early retirees" and younger families who are concerned with the permanence of their employment and benefits.  O
fferings include Consulting for an hourly fee, Rollover or Roth IRA's,  Annuities, Long-Term Care Insurance and Life Insurance. 

Eileen J. Trott, CFP®

Eileen J. Trott, Certified Financial Planner® has been in the Financial Services Industry since 1979 and has been an independent representative since 1982.

Eileen enjoys working with both people and numbers,  and earned her license to use the professional designation of Certified Financial Planner®  (CFP®) in 1988 so that she could spend all of her time doing both.

She is the President and CEO of Financial Insights, Inc., which is located in Greece, NY.  She is a member of the National and Rochester, NY chapters of the Certified  Financial Planning Association (FPA).

Eileen and her husband Tom have three adult children, four wonderful grandchildren and three grand-dogs.

 

Contact Eileen at etrott@summitbrokerage.com