Investments

Our asset management service provides you an array of investment choices. We utilize Vanguard®, as well as many other institutional money managers when exploring your options.

We believe in passive management strategies that utilize low cost exchange traded funds. Based on our research, 94% of actively managed U.S. equity funds under-perform their style benchmarks.

Considering the average active fund expense ratio is 0.58%, and the average index fund is 0.09%, we believe that passively allocated ETF portfolios can deliver strong investment performance over the long term*.

*INDEXING: Truths, Myths, and Benefits. Vanguard, 2019.

For non IRA accounts that are taxable in any given year, we offer several tax-managed solutions. Through a unique actively managed approach, our tax-managed portfolios attempt to minimize your tax bill while maximizing your ROI. 

If you are an investor interested in an equity driven momentum based approach, we offer Inspire's proprietary 4Front portfolio. Please schedule an appointment for a telephone or zoom call if you'd like to learn more about 4Front. 

For investors who desire a more socially conscious investment approach,  we may have an inspiring solution for you.  

If you would like to learn more about our SRI investment opportunities, click the link below.

A Relationship Built on Trust 

Inspire Financial Planning, LLC. is an independent fiduciary. This means we are held to a fiduciary standard to place your interests above our own. We are required to act with utmost good faith, provide full and fair disclosure of all material facts, to not mislead clients, and to expose all conflicts of interest to clients. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Once we receive you Investor Assessment, we will analyze your information and provide insight during your consultation.