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The Cycle of Investing Do You Feel Lucky? Events on Wall Street Perception vs. Reality

Creating Plans to Help Realize Your Dreams!

You know that feeling you get when people say they’re going to do something by a certain time — and they do? We focus on creating this feeling in our clients.

It’s simple. We find out what our clients’ dreams are and then create a plan to help them realize those dreams. We call it the Dream Realization Plan, a customized roadmap of a five-stage journey to financial freedom. Along the way, we passionately serve our clients through monthly communications, quarterly phone calls, and yearly reviews.

In January 2011, Inspire Financial Group joined U.S. Retirement Partners, an independent national financial services firm specializing in employer-sponsored retirement plans and benefits for public school and governmental employees. We offer retirement planning, financial guidance, and insurance protection to our individual clients.

Engagement in the Dream Realization Plan may involve the recommendation of securities products. Investments have risk and can result in the loss of principal. Participation in the Dream Realization Plan does not guarantee results and you may not achieve your objectives.

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Variable Universal Life Insurance

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In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

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Probate can be a completely public process, or it can be managed to include as little information as possible.

 

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A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Historical Inflation

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Are you ready for retirement? Here are five words you should consider.

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If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

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