Financial Planning & Investments

At Inspire Federal Credit Union we understand the importance of planning for the future. Having a solid financial plan is important for setting up your retirement, as well as being prepared for the unexpected; this is why we offer our members access to a Certified Financial Planner through our Alliance with Ameriprise Financial.*

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Getting Started

When it’s time to sit down and review your financial strategy, there are many factors to consider. By establishing a game plan, you set yourself and your family up for financial success.

Our expert will listen to your goals and work with you to develop a plan that fits your lifestyle and sets you up for financial success.

Areas of solution include:
  • Retirement Planning & Investment Management Strategies

  • Income Tax and Estate Tax Planning

  • Estate Planning Strategies

  • Education Savings Plans

What you can expect when working with Alliance with Ameriprise Financial:

  • One-to-One financial advice based on your goals and needs with Bill Davis

  • Personalized recommendations for a diversified portfolio, and solutions to protect you from uncertainty

  • Regular meetings to review your goals, progress and investments

  • Anytime access to your investments, and digital tools to help you stay on track

With the right advice supported by research and online tools to track your progress, we can help you feel confident, connected and always in control of your financial life.

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*Investment advisory services are offered through Amerprise Financial, a Registered Investment Advisor. Inspire FCU is a registered member of the Ameriprise Financial Alliance Program. Ameriprise Financial and Inspire FCU do not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Ameriprise Financial, to Inspire FCU through ouralliance partnership are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations of the Credit Union or guaranteed by the Credit Union and involve investment risks, including possible loss of principal amount invested.