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401k- Profit Sharing- Defined Benefit and Cash Balance Plans that allow you to keep more of what you have worked so hard to earn.

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  • Save More

  • Reduce Taxes

  • Build Wealth

  • Reward your Team

Does your current retirement plan suffer from any of these issues?

Limiting your contributions

Stifling your ability to save more

Feels too Complex and hard to manage

Does not allow you to reward your key employees

If so, our plans can allow you to make higher contributions, save more on taxes, reward yourself and your key employees so you can become a hero to your employees and watch your wealth grow!

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Lack Flexibility

How to get a great Retirement plan that works for you

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Start Saving Money

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Meet Your Guide

Erik Bloomfeldt,

Investment Advisor

Few Investment Advisors specialize in how to design, build and maintain great retirement plans that are tailored exclusively to High- Income Small Business Owners. With over 10 years specializing and over 20 years of industry experience, Erik has helped owners, and their key staff, learn how to save more than a "cookie cutter" 401k plan allows. He will help you design a plan that meets your unique needs so you can feel great about your retirement plan.

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What is the wrong plan costing you?

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Insight Financial, Inc. is an investment advisor firm registered with the States of Oregon and Washington. Such registration does not imply endorsement, or a certain level of skill or training, and no inference to the contrary should be made. Insight Financial, Inc., its strategies, and further disclosures are described in more detail in Part 2 of the firm's current Form ADV, which is available upon request. The strategies, plans, and/or investments referenced may not be suitable for all plan sponsors/investors because the appropriateness of a particular strategy, plan, and/or investment will depend on the plan/investor’s circumstances and objectives. Every investment in securities presents the risk of financial loss as well as gain.

All information on this website is from sources believed to be reliable and is for informational and educational purposes only. It is not intended to be, and should not be construed as, advice, legal or otherwise. Insight Financial, Inc. may not have verified the information for accuracy or completeness and assumes no liability for damages resulting from or arising out of the use of such information. You are solely responsible for evaluating the merits and risks of the use of the information on this website. To ensure compliance with IRS requirements, we inform you that any federal tax advice contained on this website is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed on this website.

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