Insight Investments & Insurance

Insight Investments & Insurance is a financial planning office at Northgate Park in Chattanooga. Its website says the firm helps clients build a plan toward financial independence and retirement. The site centers on what it calls the Insight Sheet, a tool for laying out a client's finances that it uses as the starting point for a conversation. It also offers a series of short educational videos on topics such as retirement planning and fixed index annuities compared with bonds. According to the site's disclosure, securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Consultations can be requested through the website's contact and scheduling page.