Insley Investment Group, LLC is a family owned and operated investment firm dedicated to providing quality investment solutions to clients in Milford, Seaford, Dover and Newark, DE, and the surrounding states.
We provide investment solutions incorporating service expertise in the following areas:
Estate Planning | Retirement Planning | IRA’s | Retirement Plans for Businesses | College Planning
Our team of registered representatives is trained and experienced in designing investment solutions to meet your specific needs. With Insley Investment Group, LLC, our friendly staff will work with you on a one-on-one basis to develop not only a customized investment solution specific to your individual needs, but a lasting relationship.
When you work with Insley Investment Group, LLC you’ll experience the quality service and attention to detail as well review what is specific to your dreams and goals and design a financial plan that fits you.
Our Services
Retirement Planning
- Determining your current financial situation
- Developing financial goals
- Identifying alternative courses of action
- Evaluating alternatives
- Creating and implementing a financial action plan, and reevaluating and revising the plan
Retirement Plans for Businesses
- 401K
- Simple IRA
- SEP IRA
Estate Planning
Estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life and at and after death, while minimizing gift, estate, generation skipping transfer, and income tax. We would work with your attorney and tax advisor.
IRA’s
- Traditional IRA
- Roth IRA
College Planning
- 529 Plans
- Coverdell ESA
- Custodial accounts under UGMA/UTMA