A financial advisor focused on your purpose in retirement

The idea of purpose in retirement may conjure up ideas of continued work or new achievements. But at Insight Wealth, we see purpose in retirement as much more than that.

Purpose isn’t really about staying busy as much as it is about identifying what’s meaningful in your life — that factor that instills a sense of joy and connection and fulfillment in the next season.

For some, purpose in retirement is cherishing time with grandchildren or investing in relationships that matter deeply. For others, it’s sharing wisdom and accumulated life experience with younger generations. Or maybe it’s pursuing creative outlets or learning opportunities.

No matter what that purpose looks like for you, we want to help you build a financial plan that supports the life you hope to live in retirement.

Financial planning helps you prepare to retire, and purpose planning helps you live with intention once you do.

Insight Wealth works with couples and individuals hoping to retire in the next five to 10 years. If that’s you, maybe you’re asking questions like:

How do the pieces of my financial life fit together to support my needs in retirement?
Am I missing something important — something I don’t even know I’m missing?
Am I going to run out of money before I run out of life?

If these unanswered questions — and more — are swirling around in your mind, the idea of retirement planning may feel overwhelming.

At Insight Wealth, we aim to bring greater clarity to your financial picture so you can begin to envision your next season of life. We believe clear, open conversations lead to a long-term plan designed to support your purpose in retirement.

“The beginning of wisdom is this: Get wisdom, and whatever you get, get insight.”

Proverbs 4:7

Meet our team

Samantha Compton

President & Senior Financial Advisor

Samantha Compton is the founder of Insight Wealth, an Eversource Wealth Advisors Team, built to help clients who want their financial lives to support something meaningful — not just someday, but in every season.

Her work is grounded in a simple belief: money works best when it serves the life you’re living — your relationships, your values, and the purpose you still have to offer the world. That perspective shapes everything she does, from the way she helps clients think about their financial plans to the way she supports them through moments of change.

Samantha didn’t come to this work because she loved numbers. She came to it because a major life transition forced her to ask deeper questions about her own future — and what it really means to feel grounded, informed, and ready to move forward. That experience still shapes how she shows up for others, especially when financial decisions feel overwhelming or emotionally charged.

Since beginning her financial career in 2012, Samantha has worked with individuals and couples navigating retirement, loss, divorce, and other pivotal life shifts. She is particularly drawn to serving women who suddenly find themselves responsible for financial decisions they never expected to be making — and couples who want clarity, not complexity.

Samantha is licensed as an Investment Advisor Representative and maintains both Missouri and Kansas insurance licenses. She places high value on financial education and was honored to serve as the 2021 resident financial advisor for Smart Women Smart Money magazine.

Samantha lives in the Lee’s Summit, Missouri area with her husband. They enjoy spending time with their adult children and their ornery but adored pup, Louis Vuitton.