Empower Yourself

Own Your Time|Dreams|Lifestyle|Home|Retirement|Income|Journey|Future|Calendar|Confidence|Return

Your future is way too important to simply trust someone else to get it right. Empower yourself and get involved in the process.

Call Us (704) 529-9500

for any questions or concerns

You have a dream of what retirement looks like

but you’re being held hostage by Wall Street, by uncertainty, and by the simple reality that planning is hard. We understand, and that’s why we’ve built a process to help no matter where you are in your journey.


At Insight Folios, we guide you through a simple three step process:


There are two types of investors out there; those who have the time to do it themselves, and those who do not. No matter which type of investor you are, we’re here to guide you. Either way, you need to take the first step.

“A goal without a plan is just a wish”

Antoine de Saint-Exupéry

Our Guiding Principles

Don’t be sold,
be served


The unfortunate reality is that the financial industry is largely centered around sales, often to the detriment of the investor. We understand why you may see us as you do, and you are right to be cautious. But we are here to serve you, not sell you.

At Insight Folios, we realize that your financial future is not about us, not about our products; it’s about addressing your concerns and solving your problems. We help you build a plan that is your own, and we’re here to give you the confidence to make smart financial decisions.

Financial professionals should exist to serve you, and we’re bringing that back!

Education Center

Empower Yourself
Plan Your Future

11 Questions to Ask when Interviewing a Prospective Financial Advisor

Perceptions of financial services professionals tend to run the gamut from “They’re all crooks, and I don’t trust a word they say” to “He or she has such an impressive alphabet of…

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America Strong

The Insight Folios portfolio consists of 96% American companies, and despite major market fluctuations since December 2018, our dividends have remained consistent. Do you remember how bad the 4th quarter…

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Strength in Numbers

Paul takes a closer look at current market conditions and the performance of the Insight Folios portfolio during this unprecedented pandemic.

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Insight Folio’s “Dividend 30” Portfolio

Though dividends are not guaranteed, just about all the stocks in our DIV30 Portfolio have a long-standing history of consistently paying their dividend.

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How About that Emergency Fund?

The current Coronavirus situation has highlighted for many the need for a sufficient emergency fund. Will creditors be knocking? How will we pay for groceries or doctor visits?

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What will the impacts of the CARES Act (Coronavirus Aid, Relief, and Economic Security Act) be?

The $2 trillion dollar stimulus package was signed into law on March 27, 2020. But what does it mean for you, specifically in regards to your retirement accounts?

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4 feel good money tips you need to know regarding CoronaVirus news…

Coronavirus is an equal opportunity infector. Let’s put aside the way the media portrays “us versus them”, the partisan views of political parties, and realize we are all Americans and we all are being affected. Here are some feel good money tips.

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The Secure Act. What’s in a Name?

Late in December 2019, Congress passed the Secure Act and according to the title of the Act, the idea is making more American’s retirement secure. When you get to the nuts and the bolts of how the legislation effects IRAs, you find a completely different story.

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View Our Education Center

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Let’s Plan Your Financial Future


The best way to move forward is to start a simple conversation.

Discover how Insightfolios can review your current situation and provide guidance or validation for your retirement strategy.












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