Scott Berner
Insight Planning Group, based in Auburn, CA, is a member of Thrivent, a member-owned financial services organization focused on helping clients achieve their financial goals. Their team employs a data-driven process and emphasizes personal relationships to empower clients in their financial journeys through a range of customized services, including advice, life insurance, and disability income insurance.
With over 120 years of financial strength as part of Thrivent, Insight Planning Group is committed to providing world-class service and resources that foster a meaningful financial future. They strive to be a reliable resource for clients, assisting them in navigating the complexities of financial planning while adapting to life's changes.
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