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:

Life Insurance/Long Term Care  |   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.

You can also find complete insurance resources on our partner family insurance business website here.

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

Life Insurance/Long Term Care

Life Insurance

  • Term
  • Whole Life
  • Universal Life
  • Variable Universal Life

Long Term Care
LTC is a tool that can help preserve and protect financial assets, provide flexibility to choose the type of care, offer the ability to choose where care is received, help to ensure high-quality care, and provide financial and emotional support for the family.

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