Faith-Based Retirement Planning: Securing Your Future with Values


As you think about retirement, it’s common to focus on financial readiness, but have you considered how your faith can guide this critical phase of your life? Faith-based retirement planning is an approach that ensures your retirement not only secures your financial future but also aligns with your values and beliefs. I’m Eric Boyum, a financial advisor at Inspire Advisors, and I specialize in integrating faith and financial planning to help you retire with purpose and peace.

Why Choose Faith-Based Retirement Planning?

Faith-based retirement planning goes beyond standard financial modeling. It looks at your financial goals through the lens of your beliefs and values, ensuring that every decision resonates with your mission in life. Here are some compelling reasons to consider this approach:

  1. Alignment with Your Values: Retirement planning should reflect who you are, including your faith. By incorporating your beliefs into your financial strategy, you create a roadmap that is true to your aspirations and values as a follower of Christ.

  2. Purposeful Giving: Many people find fulfillment in giving back to their communities and supporting causes that matter. Faith-based retirement planning includes strategies for charitable giving, allowing you to leave a legacy that honors your beliefs and makes a positive impact.

  3. Peace of Mind: Knowing that your retirement plan is aligned with your faith can provide profound comfort. You can enter your retirement years confident that your financial decisions are in harmony with your values.

Key Components of Faith-Based Retirement Planning

1. Financial Assessment

Begin by assessing your current financial situation. This includes understanding your income, expenses, assets, and liabilities. A comprehensive financial review will help us identify your unique retirement needs and goals.

2. Values-Based Investment Strategy

As a faith-based financial advisor, I focus on creating investment portfolios that align with your convictions. This means considering Biblically Responsible Investing (BRI) options, which prioritize investments in companies that uphold ethical standards and avoid those that don’t align with your beliefs.

3. Retirement Income Planning

It’s essential to establish a reliable income stream during retirement. Together, we can explore various options, such as Social Security, pensions, and annuities, ensuring they align with your principles and provide the income you desire.

4. Charitable Giving Plans

Integrating charitable giving into your retirement plan can be incredibly fulfilling. We can develop strategies to benefit the organizations you care about while maximizing tax advantages.

5. Legacy Planning

How do you want to be remembered? Faith-based retirement planning allows you to plan your legacy thoughtfully, ensuring that your wealth passes on to your loved ones or supports causes that reflect your principles.

Why Work with Eric Boyum?

As an experienced financial advisor at Inspire Advisors, I understand the importance of aligning your financial decisions with your faith and values. I am committed to providing personalized guidance designed to help you achieve a meaningful retirement that honors your mission.

  • Holistic Approach: I take a holistic view of your financial situation, blending comprehensive planning with faith-based principles.

  • Personalized Guidance: Every individual’s journey is unique. I specialize in developing customized retirement strategies that meet your specific needs while reflecting your beliefs.

  • Experienced Support: With years of experience, I am here to guide you through the complexities of retirement planning, ensuring you feel supported and informed throughout the process.

Start Planning Your Faith-Based Retirement Today

If you're ready to explore faith-based retirement planning and secure a future that aligns with your values, I invite you to reach out to me, Eric Boyum. Together, we can create a retirement plan that not only meets your financial goals but also reflects the principles you hold. 

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