Clear Direction for Your Financial Future
Custom strategies designed with your needs in mind.
At Insignia Financial Company, we proudly serve a diverse range of clients, from ambitious professionals and engineers to individuals at all stages of their financial journeys. Whether you’re just starting your career, planning for retirement or charting the future for your family, we’re here to provide personalized strategies tailored to your unique goals.
The Guiding L.I.G.H.T. Plan
The Guiding L.I.G.H.T. Plan is Insignia Financial's signature process, designed to illuminate your financial journey and provide clarity, confidence, and direction at every stage of life. Inspired by the steadfast guidance of a lighthouse, this dynamic plan ensures you stay on course, no matter how complex or uncertain the financial seas may seem.
Each step of the L.I.G.H.T. framework is tailored to your unique goals and circumstances:
L - Learn:
We take the time to understand your financial situation, aspirations, and challenges, creating a foundation of trust and knowledge.
I - Identify:
Together, we pinpoint opportunities, risks, and strategies that align with your vision for the future.
G - Guide:
With expert advice and clear recommendations, we chart a personalized course to help you achieve your financial goals.
H - Harbor:
We create a secure and adaptable plan that protects your financial well-being, ensuring you’re prepared for life’s uncertainties.
T - Thrive:
As your trusted partner, we help you navigate toward a brighter financial future, celebrating milestones and adjusting the plan as your needs evolve.
The Guiding L.I.G.H.T. Plan is more than a financial strategy — it’s a promise to be your beacon of support, helping you find safe passage and thrive in every phase of your financial journey. With Insignia Financial by your side, you’ll always have a light in the darkness.
How It Works
The Guiding L.I.G.H.T. Plan perfectly aligns with Insignia Financial's mission to "be a light in the darkness" by offering clients clarity, direction, and security throughout their financial journey. Rooted in the lighthouse theme, it embodies the brand's promise to guide clients safely through life’s financial uncertainties, ensuring they feel supported and confident at every step. This process reinforces the brand’s identity as a trusted beacon of hope and stability.
Explore Our Full Suite of Services
Services Specifically for Professionals
We offer personalized portfolio management within your employer plan. Both the Personal Choice Retirement Account (PCRA) held at Charles Schwab and the Brokerage Link held at Fidelity, as well as the Self-Directed Brokerage Account offered by many other providers. Gain access to a broader range of investment options beyond the core retirement plan offerings — including mutual funds, ETFs and individual stocks. Lets talk about your specific employer plan.
NEXT STEPS
Ready to gain financial clarity?
We are dedicated to helping you make smarter financial decisions — schedule your consultation and start making smarter financial decisions today!