Who do we work with?
Our clients come from all walks of life. They are dealing with many financial different issues and our job is to help them navigate them with a firm faithful foundation and financial clarity. We do not have investment account minimums (or maximums), so if you are just starting out or have been investing for a while, we can offer our expertise. We offer fee based financial planning and investment advice. Call us today to set up a complimentary consultation to discuss your situation!
Insight works with individual clients who are working on goals such as: building and managing an investment portfolio, planning to buy a home, preparing for retirement, charitable giving strategies, planning for entrepreneurship and more. Our personalized financial planing process can help to give you confidence in managing your money, avoid costly mistakes and to give you a partner in working towards the financial goals that are important to you.
Family Financial Planning
Having a family is a great blessing and responsibility. Knowing what to do with your money can be intimidating. Our customized financial planning approach can help you to make better financial decisions when it comes to your family's financial goals. Questions such as: How do I start saving for college? How much insurance do I need to protect my family? Is it possible for us to save for college and retirement at the same time? What would it look like if one of us quit our job to stay home with the kids? These questions can find answers when you have the right partner and help you sleep better at night, knowing that you have done your part financially care for your family.
Organizations and Companies
We work with churches and both for-profit and not-for-profit organizations who want to better help their constituents become better stewards of their God-given resources. We provide planning services for the organization as well as members through education, investment management and consultant services. Whether you wish to provide your members with a financial education series or begin a planned giving program, we are here to assist you in your goals. We also offer retirement plans for those companies who wish to provide long-term planning solutions for their employees.