107 Center Drive
Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Inspire Advisors Minnesota is third generation financial planning firm dedicated to investing with integrity. We believe no good decision was made with a lack of information, which is why we work with each of our clients' unique needs to create a holistic financial plan. Our five-step process Discover, Evaluate, Plan, Implement, and Monitor walks through the steps necessary to develop a plan tailored to your financial goals. Our retirement roadmap navigates the retirement obstacles of Income Planning, Investment Planning, Tax Planning, Health Care Planning, and Estate/Legacy Planning. We are fee-based fiduciary financial planners dedicated to our clients' financial and life success.
Our Investment Approach
We assist our clients in investing in companies that are inspiring a positive impact in our world while actively avoid investing in companies involved in harmful activities like pornography, child labor, and abortion. Research shows that intentionally investing does not mean sacrificing returns. Being confident in the investments you hold while creating a positive impact in the world is based on our investment philosophy.
WE ANSWER TOUGH QUESTIONS LIKE THESE:
Will I have enough money to retire?
Should I rollover my 401k, 403b, or another retirement account from a previous employer?
How should I save for my child's education?
Would my family survive financially if I died prematurely?
How will I pay for long-term care if I need it?
Where should I invest my money?
Which debts should I pay off first?
Will I outlive my money?
When can I retire?
Income during retirement
Social Security Optimization
Saving for retirement
401k, 403b, SEP, Simple, and other retirement account rollovers
Life Insurance Planning
Long-term care insurance
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.