1213 Culbreth Drive,
Inspire Financial Planning is a fiduciary wealth management firm serving Charlotte, NC. As fiduciary financial advisors, we are committed to your BEST interest.
Our financial advisors work with business owners, engineers, software developers, and business executives. Our goal is to simplify wealth management for our clients in Charlotte, and guide them to become more confident about their financial journey.
We view the management of your wealth through a holistic lens. If you are looking for a financial advisor that can help with investments, tax planning, estate planning, and more, please schedule a meeting today to speak with an advisor.
We will keep all initial consultations free from sales speak of any kind. As fiduciaries, our goal is to serve your best interests. Please take a minute and schedule a meeting with an Inspire financial advisor. We look forward to discussing whether our fiduciary wealth management firm is the right fit for you and your family.
Call us today at (910)448-1450 to schedule your initial consultation
We have offices in Wilmington, Raleigh and Cornelius just outside of Charlotte.
If you live Charlotte, let our family office approach cater to your wealth management concerns. We can help bring simplicity when it comes to dealing with multiple professionals and subsets of wealth management.
Click here to speak with a member of our wealth management team
Inspire Financial Planning, LLC is rated by Expertise.com as one of the Best Financial in Charlotte, NC, since April 2023. Expertise.com bases its ratings on the following criteria (this list is meant to summarize the relevant factors but is not meant to be all-inclusive): availability, qualifications, reputation, experience, and professionalism. Expertise.com receives compensation from Inspire Financial Planning, LLC in order to obtain and advertise ratings.
We offer fee-only financial planning to our Charlotte clients.
We offer fiduciary wealth management on behalf of individuals and families in the Charlotte, Concord, Kannapolis, and Davidson, NC. The primary goal of our investment advisory service is to achieve the best possible return on investment while managing risks in accordance with the investor's objectives and risk tolerance.
Not all financial advisors assume fiduciary duties or the standards of care and loyalty that accompany being a fiduciary firm. In the field of wealth management , a person or business that assumes a fiduciary duty is obligated to put their clients, interests first at all times . This is a differentiating feature of Inspire.
As an independent, boutique wealth management firm , we feel we can serve you best by placing your interests above our own.
Our retirement planning services focus on creating a strategy to ensure a financially secure retirement by setting goals, estimating future expenses, and implementing strategies to accumulate and manage the necessary funds.
We can help you minimize your tax liability. This may include reviewing your tax situation, identifying tax-efficient investments, and planning for future tax events. Our Income tax planning services involve strategies and actions taken to minimize your income tax liability by utilizing available deductions, exemptions, credits, and other tax-saving provisions.
There are over 30 million business owners in the U.S., and 75% of them do not have an exit strategy. We can help you build an exit strategy so that you can segue into a peaceful retirement. If you'd like to speak with an advisor about your business succession, click here.
Inspire’s Real estate planning involves strategic decision-making and coordination of real estate assets to achieve various goals, including wealth preservation, tax efficiency, and estate planning. Two key concepts in our real estate planning are Delaware Statutory Trusts (DSTs) and 1031 exchanges.
We can help our clients navigate the complexities of DST investments and incorporate them into their overall financial and estate planning strategies. Our role is to assist clients in understanding the benefits, risks, and potential tax implications of DSTs, and to develop a personalized plan that aligns with their investment objectives and financial goals.
Key Features of our DST & 1031 Exchange Services
Speak with an advisor today or reserve time for an introductory phone call.