Inspired Wealth Planning- Upper Sandusky

Inspired Wealth Planning- Upper Sandusky INVESTMENT PLANNING + FINANCIAL PLANNING + LIFE PLANNING = INSPIRED PLANNING

🇺🇸 ❤️ Logo updated on building
05/28/2026

🇺🇸 ❤️ Logo updated on building





Retirement isn’t just about your savings—it’s about your vision for the future. 🌴💙If retirement is on the horizon, now i...
05/27/2026

Retirement isn’t just about your savings—it’s about your vision for the future. 🌴💙

If retirement is on the horizon, now is the perfect time to start asking the big questions:
✔️ Where will you live?
✔️ What will your days look like?
✔️ What kind of lifestyle do you want?
✔️ How long should your plan last?
✔️ Are you prepared for life’s unexpected surprises?

The answers to these questions can make a significant difference in building a retirement plan that truly supports your goals, dreams, and lifestyle. The earlier you plan, the more confidence you can have in your next chapter.

Let’s create a retirement strategy designed around the life you want to live.

Amy Fredritz | Financial Advisor
📞 (419) 556-4020
🌐 www.inspiredwealthplanning.com
📧 [email protected]

05/27/2026

Celebrating another client on their official retirement! May your days be filled with health, happiness, and no alarm clock ❤️Congratulations 🎊




Today, we pause to remember and honor the brave men and women who gave their lives in service to our country. 🇺🇸Their sa...
05/25/2026

Today, we pause to remember and honor the brave men and women who gave their lives in service to our country. 🇺🇸

Their sacrifice, courage, and dedication to protecting our freedoms will never be forgotten. As we spend time with family and friends this Memorial Day, we reflect with gratitude on those who made it all possible.

Wishing everyone a safe and meaningful Memorial Day. Thank you for your service. ❤️🤍💙

Amy Fredritz | Financial Advisor
📞 (419) 556-4020
📍 103 Reservoir Road Upper Sandusky, Ohio
📧 [email protected]

05/21/2026

🌍 Is international market leadership making a comeback? 📈

After more than a decade of U.S. market dominance, international markets are making a compelling case as a valuable complement to diversified portfolios. With attractive valuations and improving earnings growth, investors may want to take a closer look beyond U.S. borders.

In this week’s Money with Murphy, Kara Murphy explains how market leadership often rotates quietly—and why recognizing these shifts can be an important part of long-term investment planning.

As always, staying diversified and focused on your long-term goals remains key. If you have questions about how global market trends may impact your financial strategy, we’re here to help.

Amy Fredritz | Financial Advisor
📞 (419) 556-4020
📧 [email protected]
🌐 www.inspiredwealthplanning.com
📍 103 Reservoir Road Upper Sandusky, Ohio

🎉 Celebrating a very special milestone—retirement! 🎉There’s nothing better than helping clients plan for the future they...
05/18/2026

🎉 Celebrating a very special milestone—retirement! 🎉

There’s nothing better than helping clients plan for the future they’ve worked so hard to achieve… and then getting to celebrate when that day finally arrives! 💙

Congratulations on your retirement and on beginning the exciting next chapter—pursuing the business of your dreams! Wishing you joy, success, and all the fulfillment this new adventure brings.

Thank you for allowing us to be part of your financial journey. It’s moments like these that remind us why we love what we do! ✨

Thinking about your own retirement goals? Let’s create a plan that helps turn your dreams into reality.

Amy Fredritz | Financial Advisor
📞 (419) 556-4020
🌐 www.inspiredwealthplanning.com
📧 [email protected]

📈 Headlines may be loud, but strong fundamentals are speaking even louder.Despite ongoing global uncertainty and market ...
05/14/2026

📈 Headlines may be loud, but strong fundamentals are speaking even louder.

Despite ongoing global uncertainty and market noise, corporate earnings continue to show resilience. With a large majority of S&P 500 companies outperforming expectations and broad-based revenue growth across sectors, the underlying economy remains on solid footing.

In this week’s Market in a Minute, we break down what strong earnings momentum could mean for investors as we move through 2026—and why staying focused on long-term fundamentals matters more than ever.

Read the full article here: https://www.kestraim.com/market-insights/headlines-are-loud-earnings-are-louder

If market headlines have you questioning your strategy, let’s talk about keeping your plan aligned with your goals.

Amy Fredritz | Financial Advisor
📞 (419) 556-4020
📧 [email protected]
📍 103 Reservoir Road Upper Sandusky, Ohio

05/14/2026

T-Shirts have arrived!! Stop in for your T today.




A big welcome to our intern, Kobe, who will be with us through August! We’re excited to have him on the Inspired Wealth ...
05/12/2026

A big welcome to our intern, Kobe, who will be with us through August! We’re excited to have him on the Inspired Wealth Planning team.




We are incredibly grateful and excited to officially be part of the Inspired Wealth Planning team! 💙It is truly an honor...
05/11/2026

We are incredibly grateful and excited to officially be part of the Inspired Wealth Planning team! 💙

It is truly an honor to join such an amazing community of advisors who are dedicated to collaboration, innovation, and putting clients first every single day. We are proud to be aligned with a team that shares the same values and passion for helping individuals, families, and businesses pursue their financial goals.

We’re also honored to see Inspired Wealth Planning recognized by Kestra Private Wealth Services and featured in AdvisorHub magazine—an incredible reflection of the strength and vision behind this growing community.

As Ricky Smith shared, “What an honor it is that the entire Inspired Wealth Planning community was honored by Kestra Private Wealth and AdvisorHub magazine.”

We look forward to continuing to serve you as Inspired Wealth Planning while maintaining the same relationships, dedication, and personalized service you know and trust.

Thank you for being part of this exciting new chapter with us! ✨

📞 (419) 556-4020
📍 103 Reservoir Road, Upper Sandusky, Ohio
📧 [email protected]

Address

103 Reservoir Road
Upper Sandusky, OH
43351

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4pm

Telephone

+14195564020

Website

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