Vivien Adao

Infinite Banking Concept Authorized Practitioner

Our mission is to teach people how money works. What you know today will determine where you will be five to ten years from now. KNOWLEDGE is something you learn. WISDOM is the ability to apply that knowledge to your everyday life .

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Our goal is to help our clients achieve the life and income they want, when they want it. We work with clients who are serious about building wealth and are committed to meeting financial goals through the development of effective wealth management strategies. Whether you would like to retire well-off or simply meet short-term financial goals, we can help you take the necessary steps in reaching your goals!

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Client Appreciation

I, James Oden do highly recommend this program. Infinite Banking Concept strategy is so amazing that it is almost unbelievable. The program that Vivien put together for me is working out and I love the strategy of Infinite Banking Concept and creating a stream of wealth that remain in my control and work better the more I use the program. Vivien thanks so much for working out the details and explaining it to the point that it makes sense to me.

I would just like to let all of your customers know that this makes a whole lot more sense than to have your money blowing away from you and enriching someone else and providing no benefits to you. Vivien, I am available to assure anyone that has questions about the concept of the program as to my commitment to this concept and strategy of creating a living benefit.

Vivien at Insight Asset Advisory Group has given me peace of mind. I was really stumped. I needed a simple plan to manage my assets while still being able to pay my bills and put into action plans for short- and long-term goals. Vivien listened carefully and developed a diversified plan, including a savings plan for emergencies, which she carefully explained to me in detail. I was able to ask questions about the products and the companies that back them and get straightforward answers.

Vivien’s strategies helped me save the bulk of my money during the stock market’s downturn and it has continued to grow. She also checks in with me or I’m at liberty to contact her with any questions or concerns. she is always very professional and friendly. As a financial adviser, I consider her to be the best.

It was gratifying to retire and do an in service withdrawal on my 401 K to preserve what I had saved. I appreciated the professional manner with which I was treated.

For the past five years, Vivien Adao has been my trusted financial adviser and representative from the Insight Asset Advisory Group. During that time she has provided a welcome and valued level of helpful service as well as knowledgeable professional financial advise. It is comforting to know that she is available for consultation on any financial matters that may arise. I would not hesitate to recommend Vivien to friends and family who might be in need of such service.

My overall experience was good. The level of service was also good. You were very patient. I think your service was good, don’t know you could have done any more. We will be meeting again in the future for more advice. Thanks again.

My overall experience with Insight Asset and Vivien was great. I feel totally satisfied with the level of service, professionalism and responsiveness received. They are doing a great job and I’m very pleased.

MS Vivien was very professional and knowledgeable advice and helped us with our retirement plans We are very happy to have her and recommend to everybody that needs retirement benefit investments.

My experience with Vivien Adao, who works for Insight Asset Advisory Group, has always been the best that I’ve ever had with any other person or group that has helped me attempt to do the best possible with my assets. For the record Vivien has even helped me improve accounts that her firm does not represent.
First off, I am talking about Vivien Adao here and my answer focuses 100 percent on her performance.

Vivien’s professionalism is always evident and this directly relates to my view of her service while working with me. She is a terrific listener, and when she offers advice she makes certain that I have understood everything that she has showed or told me. As for her responsiveness, not once have I called or sent an email wherein she did not respond quickly.

I think she is knowledgeable on what is happening in the market and knows how to present the options that I need to know so that I’m able to make my choices. … And better yet, she has never disappeared after she became my agent or after we moved forward with making selections on how I should move forward. She reminds when it is time to consider re-evaluating my accounts with her. She also keeps me updated on trends. This is in stark contrast with other agents that totally disappear after I have chosen them to represent me. I’m lucky to have Vivien as my agent and advisor.

At the moment there isn’t anything that Vivien Adao or Insight Asset Advisory Group can do better for my welfare. Vivien keeps me updated with emails and periodically calls to discuss specifics, such as an account anniversary date, to inquire how another account that isn’t with her is doing, or just to see how I’m doing. I think that this a great way to business.