The question we get asked most often is:
When can I retire?
We are here to guide you through the maze of retirement planning, ensuring you retire on your terms, with confidence and peace of mind.
Request a Consultation

Are you working hard and wondering when you can finally kick back, relax, and enjoy the fruits of your labor?

 At Insight, we understand the unique challenges and opportunities that come with working in the oil and gas and petrochemicals sectors. Our team is committed to serving the Beaumont, Orange and Port Arthur area and we have helped hundreds of employees just like you navigate the intricacies of retirement planning, ensuring you make the most of your retirement benefits.

Why choose Insight? We bring a wealth of expertise in retirement and financial planning with over 20 years of experience. Our knowledge of your specific benefits and retirement options allows us to provide accurate and personalized advice that aligns with your goals.

We make preparing for retirement as easy as 1, 2, 3

Step 1:
Discovery Session

Uncover Your Financial Potential

Let's kickstart your retirement journey!

In our Discovery Session, we'll meet with you to gather your financial information. This step sets the foundation for a thorough look at your financial situation, ensuring we have all the necessary details to plan for your retirement.

Step 2:
Clarity Checkpoint

Your Questions, Our Expertise

Get ready to dive deep into your retirement aspirations!

During our Clarity Checkpoint, we'll examine your financial landscape, taking into account your goals, savings, and retirement benefits. This is your opportunity to ask questions and seek guidance on any financial concerns.

Step 3:
Retirement Roadmap

Unlock Your Future

It's time to unveil your personalized Retirement Roadmap!

Our team will analyze your financial data and craft a detailed plan outlining when you can retire and the essential steps to take. This roadmap will serve as your guide, helping you make informed decisions and take the necessary actions to secure a comfortable retirement.

Schedule a 15 minute chat with an advisor today and see how we can help answer the questions you may have on your mind:

  • When should I start planning for retirement?
  • Have I saved enough?
  • When is the most ideal date to retire for my situation? 
  • How can I make my retirement savings last?

Meet The Team

Chad Seegers

Chad grew up in Orange, Texas before moving to Houston in 2002.  Chad began his partnership with Insight Wealth Strategies in 2013 focused on retirement planning primarily with Oil and Gas employees and executives. His primary areas of expertise are retirement, estate, and investment strategies as he serves as Investment Strategist for the financial planning team. Chad is involved with the Global Interdependence Center which is a monetary policy and global trade think tank for the Philadelphia Federal Reserve Bank. He is also a supporting Member of the World Affairs Council.

Chad Seegers, CRPC®
Managing Partner/Financial Advisor
Cole Durkin

Cole grew up in Orangefield, Texas before moving to Houston.  He joined the Houston Insight Wealth Strategies team in 2018, where his responsibilities consist of researching, constructing, and managing portfolios for clients and advisors. Cole earned his BBA in Finance from Lamar University. Following his undergraduate degree, he earned his Master’s in Investment Management and Financial Analysis from Creighton University. Cole is a CFA® charter holder and is an Emerging Leader with the Global Interdependence Center.

Cole Durkin, CFA®
Portfolio Manager
Cristina Walker

Cristina has been an integral part of Insight Wealth Strategies’ team since 2016 and previously served as Administrative Assistant to Chad Seegers. Cristina currently oversees the daily operations and procedures by managing the office, giving support to all of our Houston planners with meeting schedules and the client database. 

Cristina Walker
Client Service Manager

Chad Seegers, CRPC

Managing Partner/Financial Advisor

Cole Durkin

Managing Partner/Financial Advisor