Insight Folios

Our Strategy

Financial Planning is Broken


The financial planning process is broken. Advisors put you in a place where it is very difficult to verify their advice, and to know if that advice is in your best interest.

You are left to question everything. Planning should be for your benefit, not to promote financial products.

Someone has to fix that…
and that someone may be you!


Everybody has a shortfall that must be addressed, whether before or during retirement. Shortfall is the difference between what you have going into retirement and what you want in retirement.

The only way you can solve your shortfall is by adopting investment strategies that provide income.

Use Simplicitree® to discover your shortfall,
and we will empower you to solve it.


Simplicitree®  is a true planning tool that puts you in the driver’s seat to verify which income strategies are in your best interest, empowering you to make smart financial decisions.

Predictable Income in Any Market


There is nothing more terrifying to an investor than the belief that the stock market has the power to cause you to run out of money.

This is why we guide our clients to focus on income planning. The goal is to produce predictable income in any market condition so you don’t have to live with that fear.

One of our guiding philosophies is that you “plan for income, hope for growth”. Find the confidence you need in retirement, and get a clear picture of how your investments are going to generate the income you need.

We are here to guide you to do just that.

You can hire us, stay with your current advisor or fix it yourself, but someone has to solve your shortfall.


No matter what you decide, you have to know which solutions work best for you and why… at Insight Folios, you will be empowered to solve your shortfall with confidence.
Learn more about generating income

Teaching ourselves out of a job
is what we do best


Investing & Planning

Finance 101

Investing

INS April ’24 MO PO Update

Join us for an engaging episode of the April monthly portfolio update, where we dive into a lively rapid-fire segment with a special guest. Discover exciting dividend announcements from major…

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Investing & Planning

Advisors & Planners

Finance 101

Investing

INS Mar 24′ MO PO Update

In this month’s portfolio update, we discuss dividend declarations from various companies, including AT&T’s continuous quarterly dividend since 1881 and General Dynamics’ recent 7.6% dividend increase, which owns the newly…

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Investing & Planning

Advisors & Planners

Finance 101

Investing

INS Feb 24′ MO PO Update

Welcome to this lively edition of the MOPO update, where we’re buzzing with excitement over recent developments in the world of dividends! We kick things off with a bit of…

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Lifestyle

Retirement

Retirement Planning

Investing & Planning

Finance 101

Life Events

Is the current state of uncertainty causing you to worry?

We are faced right now with so many uncertainties. The uncertainty of inflation, the uncertainty of gas prices, the uncertainty of the potential of another global war. I want to help…

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Retirement

Retirement Planning

Investing & Planning

Advisors & Planners

11 Questions to Ask when Interviewing a Prospective Financial Advisor

Perceptions of financial services professionals tend to run the gamut from “They’re all crooks, and I don’t trust a word they say” to “He or she has such an impressive alphabet of…

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Retirement

Income Planning

Retirement Planning

America Strong

The Insight Folios portfolio consists of 96% American companies, and despite major market fluctuations since December 2018, our dividends have remained consistent. Do you remember how bad the 4th quarter…

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Retirement

Income Planning

Carpe Covid

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Retirement

Income Planning

Retirement Planning

Investing & Planning

Investing

Strength in Numbers

Paul takes a closer look at current market conditions and the performance of the Insight Folios portfolio during this unprecedented pandemic.

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Retirement

Investing & Planning

Finance 101

Investing

Insight Folio’s “Dividend 30” Portfolio

Though dividends are not guaranteed, just about all the stocks in our DIV30 Portfolio have a long-standing history of consistently paying their dividend.

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Get Started

Let’s Plan Your Financial Future


The best way to move forward is to start a simple conversation.

Discover how Insightfolios can review your current situation and provide guidance or validation for your retirement strategy.












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