INSPiRE Financial Group | Financial Services & Planning in Tulsa

I had the pleasure of working with Chad M. He is extremely professional and very knowledgeable. For over two years I worked as a Life and Health Insurance agent with another firm. During my time there I had the privilege of working along side several successful agents who taught me some very unique strategies and techniques on how to maximize my cash flow and ROI. Coming from the industry, I was extremely hesitant to even begin talking about replacing my existing policy's. Chad was able to quickly identify the gaps in my plan and simply explain how I could maximize the over all protection, access, and ROI for all of my insurance and investments. Needless to say I replaced all of my existing accounts and implemented the new ones with Chad. I am extremely satisfied with the level of care and professionalism. I highly recommend Chad!
Sep 25th, 2020

When I first got a request for a meeting I was skeptical. I met and walked through my financial current and future goals with Chad and created a plan. Now a year has passed and I feel confident that if something should happen to me, that my family will be financially sound. Thanks Chad!
Apr 20th, 2020

I’ve been working with Chad and his team for almost two years now and not only are they a great team to work with, they truly care about their clients and helping them accomplish their financial goals.
Dec 12th, 2019

Sep 26th, 2019

I've never met a more INSPiRED group of financial planners. Our planner, Luke Preaus, has made himself available to us day and night. No matter what kind of financial situation we throw at him. He always comes back with a positive strategy. It's been a pleasure working with his group!
Sep 23rd, 2019