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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
An increasing number have been developed to help individuals with their personal finances.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
A look inside the U.S. government's statistics on household net worth.
One way to find money is to examine your current spending habits and eliminate money wasters.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
It may help your business be better prepared in the event of the death of a principal or key employee.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Investors seeking world investments can choose between global and international funds. What's the difference?
There are three things to consider before dipping into retirement savings to pay for college.
How will you weather the ups and downs of the business cycle?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
It's easy to let investments accumulate like old receipts in a junk drawer.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?