As independent financial advisors we're focused on one thing - building you the right financial plan with the right investments to reach your life goals.

Our integrative approach to wealth planning gives you the insight needed to make confident decisions, manage your wealth, and build lifetime of financial success.

Get Your Insight.

Financial Planning

Put your best interest first by working with a CERTIFIED FINANCIAL PLANNER® Professional.  Whether preparing for retirement, changing jobs, getting married, starting a family, or saving toward your financial goals - we plan for that.

Investments and Wealth Management
Complete Portfolio Management

We focus on the big picture when it comes to investment strategies. Our long-term, diversified, and full-service approach is designed to meet your goals and financial objectives.

Social Security Optimization
Social Security Optimization

Know the optimal age to claim your Social Security benefits?  We can tell you. Get the most out of your Social Security benefits so you can enjoy the retirement you deserve.

Medicare Enrollment Advice

Medicare Enrollment

Get the right Medicare plan that fits your specific health needs. Review your options and enroll right from the comfort of your couch with our industry-leading partnership with HealthPilot™.

Start Investing Open Investment Account
Wealth Accumulation

Grow your wealth the right way with our efficient and professionally constructed investment portfolios. We offer investment strategies that fit households of every financial size.

Advisors Who Care

Looking for more from your financial advisor?

You're in the right place.

We deliver cost-efficient financial advice and investment strategies based on your best interest alone. 


Investment Insights LLC
508 North Second Street, Suite 203  |  Fairfield, Iowa 52556  |  641-469-4000