Finspire was founded by seasoned professionals who saw an industry lacking quality independent investment advice due to significant consolidation. We offer the scale of large institutions with the personalized touch clients deserve. As an independent 100% employee-owned firm, we are fully accountable to our clients. Put simply, your success is our success.
Our primary areas of focus in 2022 include:
• Educating investment committees on the accessibility and suitability of retirement income solutions
• Exploring new benefit programs that companies are using to attract and retain talent
• Benchmarking the retirement plan benefit relative to our client’s industry peers
• Supporting retirement plan merger and acquisition activity for employers experiencing dynamic change
We package these nationally recognized services and tailor them to meet your company’s objectives. As a member of the Schaumburg Business Association, you can access these insights with a complimentary plan competitiveness analysis by Emailing Us and in the subject line add “SBA Plan Assessment”.
In the interim, you can learn more about Finspire by viewing our website, market insights and our social media pages.
