Services | Insight Wealth

Your guide to mapping your financial future

Without a plan, achieving your retirement goals may feel unattainable, especially if you’ve experienced overwhelm and confusion around financial matters. Maybe you’ve taken unnecessary detours and are unsure how to get back on track. Maybe you feel like you need to have all your ducks in a row before calling upon an advisor. Hear this: No financial journey is perfect, so we don’t expect yours to be. Whatever your situation, know that it is possible to bypass some of those pitfalls and walk a straighter financial path.

“Retirement is not the end of the road. It is the beginning of a wide-open highway.”

Unknown

A look into the journey with us

Our retirement planning services are especially beneficial for couples who are five to 10 years from retirement or five years post-retirement. We love bringing both voices into the financial conversation, helping both spouses gain clarity and understanding around their finances. Our goal is to make the process clear, comfortable and simple.

First Step Conversation

Schedule a brief, thoughtful conversation to understand your situation at a high level and determine whether it makes sense to take the next step together.

Bring Everything Into View

We gather and organize key components of your financial life through our 7 Areas of Planning framework, helping important areas be thoughtfully considered.

The Insight Meeting

We walk through a high-level view of your financial landscape — where you are today, where you want to go, and areas that may benefit from further exploration. This is our decision meeting. Together, we determine whether continuing into full planning makes sense.

Design the Path Forward

We help design a thoughtful approach to retirement income, tax-aware planning, and long-term decision-making — aimed at aligning your resources with your goals and priorities. Your plan is organized using our 3 Bucket framework.

Position the Plan

We help align accounts, investments, and structures to support real-world implementation of your strategy. This is where planning becomes action.

Walk the Path Together

Ongoing guidance as life evolves — helping your resources support your financial well-being and the purpose and priorities that matter most.

“

I feel like I would not be retired right now if it weren’t for Samantha. I thought we would never have ‘enough,’ but Samantha reassured me time and time again that we were on track. She always took time to listen carefully to what we said. She is the best at what she does. We are extremely grateful and excited about a wonderful retirement ahead of us!
Carol B.*

“

Over the course of our retirement planning journey, Samantha has been an exceptional partner. Her patience and ability to communicate complex financial strategies in an understandable way are truly remarkable. Her professionalism, deep knowledge, and genuine commitment to our financial well-being have made a significant difference in our peace of mind. We cannot thank her enough and wholeheartedly recommend her to anyone seeking a knowledgeable, trustworthy, and caring financial advisor.
Dan B.*

“

Samantha takes a genuine interest in her clients and builds a financial strategy to accommodate their needs. I never wonder about the recommendations she makes. She’s studied, knowledgeable and always client-oriented.
Pam F.*

“

I’ve enjoyed working with Samantha from the initial meeting. One of the main reasons I moved money to Insight Wealth was for the benefit of my wife if something should happen to me. I know and trust Samantha will do the right thing and guide my wife through the financial maze.
Greg W.*

*This testimonial was given by a current or former client of Insight Wealth, an EverSource Wealth Advisors team. Neither cash nor non-cash compensation was provided for the testimonial. EverSource Wealth Advisors has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee another individual’s experience will be representative of the individual providing this testimonial and no guarantees of performance or success are offered.

7 key areas of your financial plan

Our process focuses on seven areas of financial planning — but not all at once! The first three areas (labeled 1–3 below) lay the foundation for our initial planning and use a proprietary “three bucket approach” that makes retirement income planning simple. The next four areas (labeled 4–7) become our focus after the development of our initial plan. The seventh ring, freedom planning, is positioned centrally, as it leverages the six other areas and positions you to freely give, serve and enjoy life!

LIQUIDITY PLANNING. We’ll look at your cash and make sure we set you up to get what you need when you need it, planning for emergencies and short-term expenses.

INCOME PLANNING. We’ll help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life.

GROWTH PLANNING. With your income plan established, we’ll make a plan for investing the remaining assets that you don’t need to draw from monthly.

TAX-AWARE PLANNING. Everyone’s favorite category, right? We incorporate tax considerations into your financial plan to support more informed decision-making.

INSURANCE PLANNING. We’ll help you protect yourself from rising healthcare costs with a minimum of expense.

LEGACY PLANNING. We’ll coordinate your financial plan with your estate documents and legacy intentions.

FREEDOM PLANNING. This is the really fun part! If you desire to give and serve others, we’ll talk about what ways would bring your life the most significance and meaning.

Understanding investment services

Insight Wealth is an EverSource Wealth Advisors team, with services offered through EverSource Wealth Advisors, LLC, a Registered Investment Advisor. Brokerage and investment advisory services and fees differ, and it is important for retail investors to understand the differences. Review our Customer Relationship Summary.

Begin your financial journey with us

Reach out to schedule your complimentary discovery meeting.