Your Personalized Financial Journey Starts Here

Who We Are

What We Do

Why We're Different

Are We The Right Fit?

Financial Planning for Your Life

Retirement

Tax & Finance

Insurance

Investing & Planning

Life Events

401K Mistakes

Saving in your 401K can be an easy and painless way to build your retirement savings. Because it’s so easy and painless, it can also be ignored for long periods of time, which often leads to mistakes like…

Company Buyouts

Knowing whether or not to accepts a company buyout is tough. There are so many variables to take into consideration, with the biggest being if you take the buyout, can you stay retired without the fear of ever running out of money?

Ten Little Parallels

When I am trying to find a good topic on which to write, I tend to gravitate to things like “lessons learned” or “lessons I wish I learned” or “lessons people should learn.” For some reason the lessons my wife, Lori, and I taught our children popped into my mind, and I started thinking about whether or not these lessons could be applied to planning and investing.

Quit Drinking the Mutual Fund Cool Aid

The mutual fund industry has a nice image of low fees and good returns, but what will you find when you look deep inside the mutual funds books?

How to Break Bad Money Habits

Many of us plan thoughtfully for all kinds of life goals. Yet many of us spend impulsively, using our money on the moment rather than saving or investing it for the future.

Eliminating Unforced Errors

I play tennis and have for many years. I also have a very competitive nature and really hate to lose, especially when I believe I “gave” a match away; that I made too many mistakes.

Hurricanes & Retirement Planning

Since much of the country has recently spent a lot of time watching the Weather Channel and getting a refresher on how hurricanes work, it’s the perfect opportunity to see what we can learn about retirement planning from a discussion about hurricanes…

Developing A Financial Fitness Program

Most of us know it is smart to save money for those big-ticket items we really want to buy, a new TV, a car, how about a house? You may not realize that probably the most expensive thing you'll ever buy in your lifetime is your retirement.

Robin Hood Dividend Thief

You've probably heard of the Robin Hood story. He's the one who takes from the rich and gives to the poor. That sounds great unless you are the one he is taking from!

You Plan Your Days, Let Us Plan Your Financial Future!

For several decades now, we continue to spend our days creating individualized financial plans for our clients. You spend your time focusing on getting through the day. Together we can create an individualized financial plan with your specific goals and dreams focused on your future.

Not sure you're ready to get started? Find out more about the Simplicitree® Financial planning process and how we work with you and for you.

More About Financial Planning

Why Are So Many People Switching to Insight Folios?

Our client-first approach puts the focus right where it should be; on you and your needs. We start by fully understanding your financial goals and personal situation. Then we tailor an income plan to help you maximize the probability of reaching your long-term goals. Our commitment extends far beyond our initial income plan recommendation. We stay in touch and deepen our relationship, because we believe the better we know you the better we can serve you. As your needs change and market conditions shift, we help you adhere to and maintain the income strategy specifically designed for you, even when it’s difficult. Our client programs, educational materials and proactive communications will keep you well-informed along the way.

More About Our Management

As Seen On

See All of Our Media Appearances