Nick Bour discusses his approach to helping his clients create a savings plan that makes sense for a successful future.
Providing his clients with education to help them make informed decisions deepens the relationship needed to feel confident in envisioning a successful retirement. In the interview, Nick explained how “non-correlated assets” will balance out and mitigate risk to a retirement plan. He laid out the Inspire Wealth approach to Advanced Planning which includes Wealth Enhancement, Wealth Transfer, Wealth Protection, and Charitable Planning.
Listen to the interview on the Business Innovators Radio Network
Life is fluid and ever-changing, so a financial plan must also be agile and adaptable. One thing to consider is that change is inevitable – needs, priorities, and goals change throughout life. A financial plan needs to change right along with the stages of life. Inspire Wealth uses a dynamic approach to help manage the concerns of a select group of families, business owners, and medical professionals. They consider their clients part of the family and often build life-long professional relationships based on a foundation of trust. They take this responsibility to heart, meaning they go beyond wealth management to wealth enhancement. They help individuals and families plan, preserve, manage, and grow their wealth. Through their comprehensive approach, they aim to help their clients achieve the futures of their dreams.