The InSight Investment Planning Process:

Proper portfolio strategy is based upon the factors of suitability of age, net worth, risk tolerance, income needed and retirement horizon for the client.


% Short-Term Investments

·         1-2 year term

·          Liquidity

·          Accessibility

·         Growth Potential


% Intermediate Investments

·         2-6 year term

·         Conservative to Moderate

          Growth Income 

·         Dividends=

          Cash Flow=Growth

·         Tax-free or Tax-Deferred 

·         Some Liquid Flexibility


% Long-Term Investments

·         8+ year term

·         Tax-Deferred

·         Future Income Guarantees

·         Principal Preservation

·         Less Short-Term Liquid


InSight Investment Planning's Services:

Clients can expect full-service financial planning


Wealth Management

Managed Accounts

Common & Preferred Stocks, mutual funds, ETFs (exchange-traded funds)

REITs (Real Estate Investmentment Trusts)

Government Securities

IRA's--Traditional, Roth, SEPs, SIMPLEs

All Insurance--Life & Health

All Annuities--Variable, Indexed & Fixed

Retirement Plans--401k, 403b & Defined Benefit Plans

Cost Integration Services

Life Settlement

Estate Planning Assistance

When Were Your Investments Last Reviewed?

Did you know that your Life Insurance or Annuities could not be working in the best way for you?  Insurance products should have low fees with the most benefit.  If it has been more than 6 years since your life insurance or annuities were reviewed, you may not have the best option in your portfolio.


Mutual Funds, stocks and ETFs should be reviewed at least once per year.  Especially in today's up-and-down markets.  When was the last time you sat down with an Advisor to review your investment portfolio?

Having a Plan Matters!


Request a Complementary Portfolio Review




        Request an Review for Just Your

   Investment Portfolio, Insurance Policies

                    and/or Annuities

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