Tag Archive

Below you'll find a list of all posts that have been tagged as “advisor”

Carpe COVID

Paul Durso September 15, 2020 Income Planning, Insight Investing Video

A look at how the CARES Act can help those under 59 1/2 benefit from IRA to Roth conversions.

Strength in Numbers

Paul Durso August 4, 2020 Academy, Income Planning, Insight Investing Video, Risk Management

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

How About that Emergency Fund?

Charlie Bowers April 14, 2020 Finance 101, Insight Investing Articles, Investing & Planning, Life Events

The current Coronavirus situation has highlighted for many the need for a sufficient emergency fund. Will creditors be knocking? How will we pay for groceries or doctor visits?

The Hybrid Fiduciary: What the Heck is That?

Charlie Bowers March 5, 2017 Academy, Advisors & Planners, Income Planning, Income Planning, Insight Investing Articles, Insurance, Investing, Investing & Planning, Other Insurances, Retirement, Retirement Planning, Risk Management, Tax & Finance, Tax Planning & CPAs

Are you confused with the hybrid fiduciary adviser, well, you are not alone!

We Work For You

Yes, we have a fiduciary responsibility to work in your best interests. But more than that, we have a passion to educate you to bring a clarity and understanding of your financial and retirement situation that you can judge for yourself if our recommendations are indeed in your best interest. We empower you to make sound and supportable decisions that could impact the rest of your life.

Established & Experienced

Our advisers have collectively worked for over 100 years in the financial industry and have experienced the financial world from both inside and out. This experience has caused us to rethink much of what we have been taught. Based on the financial world as we know it, we believe there is another approach to financial and retirement planning, as a result, we have created our proprietary Simplicitree® planning system.

Your Money, Your Terms

With our new tools, unbiased and logical results, you can understand what recommendations make sense for your specific situation. With your Simplicitree® plan in hand, you can make informed decisions that build confidence in your future. We are versed in equities, bonds, annuities, life insurance, and many other investment options, but you will never be pressured into an investment. With your plan to support your decisions, you can decide and truly understand what makes sense for you.

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