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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Is your estate in order? This short quiz may help you assess your overall strategy.
Understanding the economy's cycles can help put current business conditions in better perspective.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There’s an alarming difference between perception and reality for current and future retirees.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
It's easy to let investments accumulate like old receipts in a junk drawer.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?