Retire with Confidence.

Plan with Clarity.

Independent financial guidance for your retirement journey.

Personalized Financial Planning

Creating tailored strategies to align your wealth with your life goals.

Professional Investment Management

Providing Wall Street know-how with Main Street values.

Relationship-Driven Guidance

Building long-term partnerships to help you make informed financial decisions.

Comprehensive Financial Services

Investment Management & Financial Planning

Located in Fairfield, Iowa, we proudly serve individuals, families, and small business owners across the country.


At Investment Insights LLC, we specialize in helping you navigate the complex journey into retirement. Our mission is simple, to help you build the right financial plan with the right investments to reach your retirement goals—free from proprietary products or sales quotas.

A man and a woman sitting with their child laughing.
Why Choose Us?

Your Financial Future, Handled with Care

Whether you're nearing retirement or just starting out with your financial goals, we help you:

  • Build a Personalized Financial Plan
  • Optimize Your Investments for Long-Term Growth
  • Create Sustainable Retirement Income Strategies
  • Plan for Healthcare, Insurance, and Legacy Goals

Saving and planning for retirement can be challenging. Our personalized approach to financial planning and wealth management helps make it easy.