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Turn Your Retirement Savings Into A Paycheck

That Grows Every Year

We start by getting your estate plan handled, then build a dividend‑growth plan that targets 6% dividend yield income with annual increases—modeled with 0% stock price growth so your plan doesn’t rely on stock market speculation.

  • Find your gap. 

  • Find the exact strategies to fix it.

  • No hidden fees.

Why this beats
HighCost Estate Planning,
DIY Estate Planning and
High Fee advisors

  • Handle the Estate plan first—no more “we’ll get to it” guilt

  • Guidance through the estate planning process with documents reviewed and certified by a Colorado licensed attorney at a fraction of the cost

  • Dividend growth retirement income plan designed to create reliable income, provide growth and allow you to sleep at night

  • Transparent, low-fee structure—Zero surprises

  • One team coordinating legal,  investments and tax planning so you know your plan is working in a cohesive manner

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What You Get

  • Low Cost Estate Plan Package:  Will or Trust, financial power of attorney and healthcare power of attorney

  • Assistance placing your assets in the trust

  • Retirement plan focused on replacing your income during retirement

  • Fee Transparency Review (find and remove hidden costs/fees)

  • Implementation Support and Ongoing Reviews Every 6-12 Months

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Our Simple Guarantee

If we can’t show a clear, written retirement income plan you understand—and a path to lower total fees—you pay nothing for the planning work.

How Does It Work?
1

15 Minute Fit Call

2

Plan Build:
Estate Documents
Income Plan

3

Implement Plan Together 
OR
Do It Yourself
Your Call

FAQ

  • Do you replace my attorney?

    • We handle basic wills and living revocable trusts.   Complex cases are referred directly to a local attorney.  

  • Is dividend growth investing “risk-free”?

    • No investment is risk-free. We design for income consistency and transparency on risks and fees.

  • What if I don’t like the plan?

    • Then you don’t pay for planning. See our guarantee.

Home: Contact

7680 Goddard St., Suite 204
Colorado Springs, CO
80920

(719) 654-0008

zach@insightfolios.com

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Investment Advisory Services offered through Insight Folios Inc, a SEC Registered Investment Advisor. Insight Folios Colorado and Insight Folios are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Insight Folios Colorado and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Insight Folios.

Fee based financial planning and investment advisory services are offered by Insight Folios Inc, a SEC Registered Investment Advisor. Insight Folios Inc may only transact advisory business in those States in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Zachary Poitra is an Investment Adviser Representative of Insight Folios Inc. Insight Folios Inc is not an insurance agency and does not sell or offer insurance products. Insight Folios Colorado may offer or sell insurance products to clients in its role as a licensed independent insurance agency.

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