Secure Your Financial Future Today

Want to Offer Retirement Benefits to Your Employees?

From 401(k)s to Profit Sharing and Cash Balance Plans, discover tax-advantaged strategies that help you reward your team—and keep more of what you’ve earned.

Secure Your Future, Avoid Financial Uncertainty

Leaving your future to chance.

Without a clear investment plan, the fear of outliving your savings can become a reality, jeopardizing your financial freedom and your family's future.

Concerns about market fluctuations and risk.

Feeling unsupported on your financial journey.

Fear of outliving your savings.

Confidently Secure Your Financial Future

Achieve financial peace of mind with tailored strategies.

Transparent advice focused on your best interests.

Trust a seasoned partner committed to your best interests.

Continuous support from experienced financial advisors.

With our tailored financial strategies, you can enjoy the confidence of knowing your investments are in trusted hands, ensuring a secure future for you and your family.

Your Partner in Financial Success

20+ Years of Experience

We provide personalized strategies and unwavering support to help you achieve your financial goals with confidence.

Trusted advisors with a proven track record in financial planning.

Commitment to Client Interests

We prioritize your financial well-being, ensuring our strategies align with your goals.

Meet Your Guide

Erik Bloomfeldt,

Investment Advisor

Erik specializes in designing, building, and maintaining retirement strategies that truly fit your individual needs. With over 20 years of industry experience, Erik has helped many people from all walks of life move beyond one-size-fits-all retirement plans. He’ll work with you to create a personalized strategy that aligns with your goals—so you can feel confident and prepared for the retirement you deserve.

3 Easy Steps to Retirement Confidence

Identify Your Goals

Design Your Plan

Implement & Maintain

Let's discuss what's important to you.

We'll create a strategy tailored for your needs.

We'll support you every step of the way.

Take Control of Your Future

We’re here to help you succeed.

As an individual or family investor, it can be daunting to navigate the complexities of financial planning. You may feel uncertain about how to best invest your hard-earned money to ensure a secure future. At Insight Financial, we understand these challenges. We offer personalized financial planning that empowers you to confidently design, build, and maintain an investment portfolio tailored to your goals. With over 20 years of experience, our commitment to always act in your best interest means you can focus on what truly matters—living your life to the fullest with the peace of mind that your financial future is secure.

Want to Offer Retirement Benefits to Your Employees?

From 401(k)s to Profit Sharing and Cash Balance Plans, discover tax-advantaged strategies that help you reward your team—and keep more of what you’ve earned.