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.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Don't let procrastination keep you from pursuing your financial dreams and goals.
It may help your business be better prepared in the event of the death of a principal or key employee.
Understanding how a stock works is key to understanding your investments.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
If you died, what would happen to your email archives, social profiles and online accounts?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Even low inflation rates can pose a threat to investment returns.