As independent financial advisors we're focused on building you the right financial plan with the right investments to reach your life goals. Our comprehensive approach to wealth planning puts you in control of your finances, helping giving you the insight needed to make confident financial decisions and manage your wealth.
 

Insight for a Confident Financial Life.

Financial Planning

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

Investments and Wealth Management
Investment Management

We focus on the big picture when it comes to your investments. Our professionally managed investment strategies provide you the right portfolio to reach your financial goals.

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Wealth Accumulation

Grow your wealth the right way with a personal cash flow and net worth analysis. We'll identify the right strategy to optimize your household's finances, prioritize your goals, and build real wealth.


Sustainable Investing

As part of the SharePowered® network of independent advisors, we specialize in Socially Responsible and ESG investing. Our industry-leading technology allows you to visualize the real-world impact of your investments. Complete your Values Survey and request an Impact Report of your current investment portfolio.


Insurance

Get the right coverage with our personal insurance planning process. We analyze your current policies, identify potential gaps, and help you get the right coverage to secure your financial future.

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 for your specific health needs with our industry-leading partnership with HealthPilot™. Securely review personalized options side-by-side and enroll right online.


Advisors Who Care

Looking for more from your financial advisor? 
You're in the right place. We provide independent and professional advisory services based on your best interest - not ours. 


 

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