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Wealth Management Planning Areas

From income tax planning to real estate planning and donor-advised funds, Inspire will explore your wealth management through a holistic lens. Below are some sub-categories of financial planning that may pertain to your family’s overall wealth strategy. You can visit our process page for more information on how we approach your initial consultation.

  • Investment planning
  • Income tax planning
  • Retirement planning
  • Real estate planning  (including DSTs, 1031 exchanges)
  • Business planning (may include sucession planning)
  • Cash flow planning
  • Insurance planning and risk management
  • Employee Benefits planning
  • Estate planning (including donor-advised services)

White Glove Wealth Management Services

Your customer service experience deserves our highest level of care.

-In person meetings at least once a year
-All Inspire wealth management clients are encouraged to have their taxes analyzed for more efficiencies. We have software for tax analysis.
-Referrals to qualified CPAs and estate planning attorneys  if needed
-The best personal service you have ever had from an advisory firm

Independent Fiduciaries

As an independent fiduciary, we owe our clients a duty of loyalty.

We have a fundamental obligation to act in the best interest of our clients' and to provide unbiased, objective financial advice that regards our clients best interests above our own. Please visit our about page to learn more about Inspire's wealth management team.

Taking Inventory of Your Wealth

We custom tailor our wealth management planning to your individual needs. Your wealth management plan will be designed on an individual basis. Every plan is examined as a sum of its parts.

  • Investment portfolios
  • Business(s)
  • Personal and commercial real estate
  • Boats, planes, equipment
  • Trust, pension, and social security income streams
  • Life insurance
  • Future inheritance

Strong Investment Performance

Based on research from Vanguard, 94% of actively managed U.S. equity funds underperformed 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.*

Source: Vanguard®/ Indexing: Truth, myths, and benefits, 2019.

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