Who We Serve
At Insight Capital, we specialize in serving individuals and families who value expert guidance in managing their financial future. Our clients share common goals:
- Building confidence in their financial decisions.
- Gaining peace of mind about retirement.
- Establishing a trusted partnership to navigate their unique financial journey.
Retired or Nearly Retired
We work with individuals who are already retired or within 10 years of retirement. This focus allows us to tailor our expertise to the specific needs of retirees, such as creating reliable income streams, managing risk, and maximizing tax efficiency. Additionally, we serve individuals still working but with $500,000 or more in investable assets, helping them build a solid foundation for their retirement.
Diligent Savers
Our clients have spent a lifetime saving and living thoughtfully to build their retirement nest egg. They’ve worked hard to create the life they want in retirement, and we are here to ensure they can enjoy it fully, with confidence and clarity.
Expertise for your plan
We specialize in working with employees of PG&E, AT&T, and Kaiser. Our deep knowledge of these companies’ retirement plans allows us to provide tailored advice to help clients maximize their benefits and make the most of their hard-earned savings.
Looking for a Trusted Advisor
Our clients understand that retirement success is too important to leave to chance. They value expert guidance and choose to delegate the management of their finances to a team they can trust. We partner with clients to provide peace of mind, allowing them to focus on enjoying life instead of worrying about money.
“Planning is bringing the future into the present so that you can do something about it now.”
— Alan Lakein