The Team
Insight Wealth Solutions
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Ted Simonsen

Ted Simonsen

Private Wealth Advisor

More about me...

Contact

ted.m.simonsen@ampf.com

906.482.1747

Designations

CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Education

B.A. Business Administration, 2007, Concentration in Finance, Michigan Technological University, Houghton, MI
CA Insurance #0I64148

VISIT MY WEBSITE

Heath S Johnson

Heath S Johnson

Financial Advisor

More about me...

Contact

heath.johnson@ampf.com

906.482.1747

Designations

APMA®

Top Areas of Focus

  • Investment Management
  • Cash Flow Management Strategies
  • Retirement Plan Distribution

Education

Michigan Technological University - B.S. in Finance (2015)

VISIT MY WEBSITE