About Inspire Investment Solutions
Inspire Investment Solutions is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs aim to grow, preserve, and conserve our clients’ wealth by delivering a focused level of personalized service and experience.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.
Schedule your phone or in-person appointment with Mike here:
01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to pursue them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Meet Your Advisor
Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for. Once employed, we carefully...
Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand...
You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and...
Retirement Savings Accounts
When you are young and just starting a professional life, retirement might be the last thing on your mind. However, if you ask any retired person, or someone entering retirement, what advice they would give you about planning for that day, chances are they’ll say: Start as soon as you can! WHY...
If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. Luckily, while you can...
Like Retirement Planning, which has to commence long before you enter into retirement, Education Planning (for yourself or your children) needs to occur well before mature learners or young scholars are poised to embrace higher education. Luckily, there are a number of government-encouraged...
Personal Tax Planning Preparation
It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the later. However, similar to planning that goes into living a happy and fruitful life, a well...
Financial Planning for Business Owners
When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all makes sense financially? While passion is key to turning vision...
We service assets for individuals and families, providing investment management, and financial planning services.
If you’re struggling to save for retirement because of debt, it’s never too late to start.
As 2022 comes to a close and we start to do our tax planning, one mechanism that has grown popular with clients are Qualified Charitable Distributions (QCDs).
Are you making one of these common financial mistakes? Here are some steps to consider.
Is There A Minimum Amount Required To Invest?
Currently there is no minimum amount required to invest.
How Often Are Returns Distributed?
Returns are calculated and distributed quarterly. Each investment can be tailored to pay out cash, more shares, or a combination of both (ie. 50% cash/50% shares). An updated investor statement and letter from the President are included with each distribution. Cash payments are made by Electronic Funds Transfer.
Do I Invest A Lump Sum Amount, Or Can I Add Specific Amounts Each Month?
Currently we do not have a system set up for small monthly contributions, however, we are considering implementing systems in the future to accommodate this.