Living the confident and inspired retirement you deserve starts with discussing how our clear, integrated strategies can help protect your legacy, minimize taxes, and allow you to enjoy a retirement full of life and memories.
Discuss your goals and see if we’re the right fit for your family.
Waterford
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Text: (734) 766-7526
Call: (810) 226-0477
Email: info@inspirewealthnow.com
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Kalamazoo: 619 W. Kalamazoo Ave, Kalamazoo, MI 49007
Waterford: 5280 Dixie Hwy Waterford, MI 48329
Inspire Wealth and Nicholas Bour offer Investment Advisory Services through Brookwood Investment Group, LLC, 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044. Brookwood Investment Group, LLC is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Brookwood Investment Group, LLC offers, or that its personnel possess a particular level of skill, expertise or training. Important information and disclosures related to Brookwood are available at https://www.brookwoodinvestmentgroup.com/. Additional information pertaining to Nicholas Bour and/or Brookwood Investment Group's registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/. Click Here for Form CRS (Client Relationship Summary). Click Here for Full Disclosure.
Licensed insurance professional. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Past performance may not be used to predict or project future results. This material is for informational purposes only and should not be construed as a recommendation or advice for your particular circumstances. We are not affiliated with or endorsed by any government agency, and do not provide tax or legal advice.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).
*Inspire Wealth does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.