In the complex world of wealth management, it can be challenging to find a firm that truly understands your unique financial needs. However, one local firm does stand out from the crowd by offering comprehensive financial planning customized specifically to the Greater Houston area.
Here to share a few details about their approach is Chad Seegers, Managing Partner and Investment Strategist at Insight Wealth Strategies. Imparting insider knowledge about the industry as a whole, Seegers discusses what to be on the lookout for when hiring a wealth manager.
Houston, the ultimate oil and gas town
Here’s What to Look for in a Local Financial Advisor
By StoryStudio on AUGUST 17, 2023 11:19AM
What it means to be in the “advice business”
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For Chad Seegers, CRPC®, his journey in the financial industry began in 2005. Initially focused on providing guidance to retirees, he later transitioned to becoming a resource for advisors specializing in comprehensive financial planning. A meeting with Insight led to a partnership that saw Seegers joining a team based on shared values and vision, including a client-centric approach and a comprehensive offering.
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SPONSORED BY Insight wealth strategies
“I've been doing this for 18 years and the unfortunate thing that happens after building relationships with people is that, probably once a year, one of our clients has a life-changing event from a health perspective that you can’t predict. We try to get people to understand, especially when they have enough money to retire and maybe they're not loving their job so much anymore - do the things you want to do.”
Risk management is another crucial area, making certain clients have appropriate safeguards in place such as life insurance or long-term care plans. Insight also assists clients in assessing their estate planning needs and ensuring their documents effectively fulfill their intentions. Lastly, their wealth management services focus on optimizing clients’ investments while considering market conditions, tax efficiency, and other relevant factors.
Connect with an Advisor
Insight’s steady growth can be attributed to the quality of their work and commitment to their clients. Today, Seegers serves as a partner alongside Brian Stormont, CFP® and founder David Chazin, managing portfolios and providing investment strategies for the firm’s advisors and clients.
“We’re a comprehensive financial planning firm, meaning we’re in the advice business,” Seegers says. “We don’t receive any commissions from any other company for buying and selling any type of financial products. We’re simply paid for our advice.”
“I'm pretty passionate about trying to get people to take a step back and look at life.”
Financial planning begins with establishing a trusted client-advisor relationship. The advisor collects vital data on the client’s finances, goals, and expectations before implementing a carefully designed plan to help turn those financial goals into reality.
Retirement planning is a fundamental aspect of Insight’s services, yet Seegers wants clients to know that financial planning goes beyond the numbers, encouraging his clients to consider the non-financial aspects of retirement.
Since Insight prides itself on offering this advice without any conflict of interest, the firm is solely paid for their guidance and is then able to manage clients’ money based on their own financial situation and goals. Operating as fiduciaries, this practice is the opposite of firms that receive commissions from financial product sales that might not always have your best interests at heart. Seegers emphasizes five key areas:
Retirement
Planning
Risk
Management
Financial
Planning
What makes Insight Wealth Strategies truly special for Houstonians is their deep understanding of the oil and gas industry. Over 90% of their clientele is connected to this industry, ranging from engineers to executives at powerhouse companies such as Chevron, Exxon, Shell, and Marathon. Seegers and his fellow advisors truly excel at understanding the compensation and benefit packages associated with the oil and gas industry. This makes Insight well-suited to assist clients throughout their careers and into retirement.
While not officially affiliated with any one company, Insight’s broad client base reaches beyond just oil and gas companies, having become a reliable financial advisor for clients from many walks of life, including employees of other Fortune 500 companies such as AT&T, Ford Motor Company, Pfizer, Cisco, and more.
Above all, an aspect that distinguishes Insight from other wealth management firms is their commitment to client service. With a thorough approach, they excel in taking care of their clients by providing education, support, and guidance. This creates the trust and confidence needed to build long-lasting client-advisor relationships.
This emphasis on client service, combined with their fiduciary responsibility, sets Insight apart from firms driven by transactional gains. In fact, they help numerous families retire every year.
As Seegers himself states, “Our client service staff has the experience to set up the architecture to help continue our clients income stream, ensuring it doesn’t miss a hitch, onboarding them, and making sure they feel comfortable with this next chapter of life for years to come.”
If you would like to work with Chad Seegers or learn more about connecting with an Advisor, contact Insight Wealth Strategies.
Insight Wealth Strategies, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Insight Wealth Strategies, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Insight Wealth Strategies, LLC unless a client service agreement is in place.
Insight Wealth Strategies, LLC (IWS) and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Insight Wealth Strategies, LLC is not affiliated with Chevron, Exxon, Shell or Marathon.
Wealth
Management
Estate
Planning
Oil & Gas Experts
Personalized Service
Exceptional Results
Why Insight Wealth?
Recognized as an invaluable resource when searching for crucial factors, a great example would be segment rates, which impact pension plan benefits. By educating clients, Insight helps individuals make informed decisions about how to get the most out of their pension plans, optimize the timing of their retirement and educate them on the complex decisions facing them post-retirement.
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It’s like 20,000 sit ups in 30 minutes. The abdomen, buttocks and thighs can be targeted with CoolTone treatments that produce tighter and firmer results that will last. Under a process called magnetic muscle stimulation (MMS) initiated by CoolTone technology, muscles undergo involuntary contractions, therefore strengthening the muscles within the treatment area. This process feels similar to that of an odd muscle spasm or twitch, however for the large majority of patients it is not at all painful. Results are typically noticeable after four weeks of treatment. CoolTone is FDA-cleared and backed by science, designed for anyone looking to become more toned without any recovery time.
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CoolSculpting
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We’re all on a journey toward looking and feeling our best. Many people, however, wrestle with stubborn fat even after exhausting all efforts to work it out. Enter CoolSculpting , a noninvasive, FDA-cleared treatment that utilizes patented, controlled cooling technology to eliminate up to 25% of fat cells in the desired area without the need for surgery. CoolSculpting targets problem areas beneath the skin to freeze, kill and ultimately destroy only the fat cells from the body, producing lasting results that you will love. After just two sessions, clients will see a 73% greater fat reduction versus just one treatment.
IPL Photofacial
IPL Photofacial uses pulses of light energy to fade age spots, sunspots and freckles, while evening out skin tone, redness and hyperpigmentation. This FDA-approved treatment targets and gently heats the red and brown areas of your skin impacted by sun damage, ultimately causing them to flake off and unveil clearer, brighter skin for a makeup look without the makeup. For those interested in anti-aging results for your skin, IPL Photofacial provides a quick, effective, and affordable method to achieve radiant looking skin.
Ultherapy
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Usually starting around age 25 when our bodies begin to produce less collagen, we notice changes, or sagging, in our skin. Ultherapy skin lifting is the FDA- cleared solution you need to build that collagen bank back up to restore plump, tight and youthful looking skin. Ultherapy uses safe ultrasound energy to naturally initiate the production of new collagen deep within your skin. You’ll see skin tightening results after the first treatment and continued improvement for up to six months. The team of trusted advisors can put together a treatment plan tailored to your individual needs, setting you up for your perfect skin.
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Botox and Fillers
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Botox and fillers are a fantastic option for those looking to reduce the appearance of wrinkles, fine lines or add some plump to your lips. Using a very thin needle, medical professionals administer the treatment into the desired areas of the face. Typically, injectables and dermal fillers involve minimal discomfort, and most clients can return to their day-to-day responsibilities immediately after treatment. In all stages of your beauty journey, your aesthetic consultant can detail each offering including effective wrinkle relaxers like Botox , FDA-approved lip fillers, and more to ensure your choice aligns best with your goals.
Laser Hair Removal
Unwanted hair growth is something many of us deal with. The days of stubborn shaving, razor bumps, and ingrown hairs are over thanks to laser hair removal, a simple treatment that will save you time, money, and stress when it comes to hair growth. Laser hair removal is a convenient and fast treatment (averaging around 30 minutes per session) that utilizes a concentrated beam of light laser to remove hair and inhibit future hair growth in the area. The treatment is largely pain-free; however, clients will need to keep the treated area(s) out of the sun for a week following treatment.
What makes Insight Wealth Strategies truly special for Houstonians is their deep understanding of the oil and gas industry. Over 90% of their clientele is connected to this industry, ranging from engineers to executives at powerhouse companies such as Chevron, Exxon, Shell, and Marathon. Seegers and his fellow advisors truly excel at understanding the compensation and benefit packages associated with the oil and gas industry. This makes Insight well-suited to assist clients throughout their careers and into retirement.
While not officially affiliated with any one company, Insight’s broad client base reaches beyond just oil and gas companies, having become a reliable financial advisor for clients from many walks of life, including employees of other Fortune 500 companies such as AT&T, Ford Motor Company, Pfizer, Cisco, and more.
Houston, the ultimate oil and gas town
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Financial planning begins with establishing a trusted client-advisor relationship. The advisor collects vital data on the client’s finances, goals, and expectations before implementing a carefully designed plan to help turn those financial goals into reality.
Retirement planning is a fundamental aspect of Insight’s services, yet Seegers wants clients to know that financial planning goes beyond the numbers, encouraging his clients to consider the non-financial aspects of retirement.
By StoryStudio on JUNE 1, 2023 11:19AM
SPONSORED BY SPONSOR HERE
“I'm pretty passionate about trying to get people to take a step back and look at life.”
This is where your head-
line will go,
this is where your headline
will go
“I've been doing this for 18 years and the unfortunate thing that happens after building relationships with people is that, probably once a year, one of our clients has a life-changing event from a health perspective that you can’t predict. We try to get people to understand, especially when they have enough money to retire and maybe they're not loving their job so much anymore - do the things you want to do.”
Risk management is another crucial area, making certain clients have appropriate safeguards in place such as life insurance or long-term care plans. Insight also assists clients in assessing their estate planning needs and ensuring their documents effectively fulfill their intentions. Lastly, their wealth management services focus on optimizing clients’ investments while considering market conditions, tax efficiency, and other relevant factors.
Recognized as an invaluable resource when searching for crucial factors, a great example would be segment rates, which impact pension plan benefits. By educating clients, Insight helps individuals make informed decisions about how to get the most out of their pension plans, optimize the timing of their retirement and educate them on the complex decisions facing them post-retirement.
Above all, an aspect that distinguishes Insight from other wealth management firms is their commitment to client service. With a thorough approach, they excel in taking care of their clients by providing education, support, and guidance. This creates the trust and confidence needed to build long-lasting client-advisor relationships.
This emphasis on client service, combined with their fiduciary responsibility, sets Insight apart from firms driven by transactional gains. In fact, they help numerous families retire every year.
As Seegers himself states, “Our client service staff has the experience to set up the architecture to help continue our clients income stream, ensuring it doesn’t miss a hitch, onboarding them, and making sure they feel comfortable with this next chapter of life for years to come.”
If you would like to work with Chad Seegers or learn more about connecting with an Advisor, contact Insight Wealth Strategies.
Insight Wealth Strategies, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Insight Wealth Strategies, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Insight Wealth Strategies, LLC unless a client service agreement is in place.
Insight Wealth Strategies, LLC (IWS) and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Insight Wealth Strategies, LLC is not affiliated with Chevron, Exxon, Shell or Marathon.
Oil & Gas Experts
Personalized Service
Exceptional Results