Fiduciary Wealth Management | Raleigh NC

"I absolutely LOVE working with Jeff Headrick at Inspire. I needed someone to help me organize my finances, my goals, my plans for the future and found Inspire online. I contacted Jeff, did an initial consultation with him and knew I had found the right person for me. He is the most caring, knowledgeable, detailed and thorough financial planner I have ever worked with. He truly uses a holistic approach to planning for the future. I can call anytime for even the smallest question, and he is always there for me. I feel so confident in knowing that my financial future is being managed by someone so truthful, so caring, and so determined to do the best thing for me. I would recommend him to ANYONE wishing to get financial advice and planning. Jeff is the BEST !!!"     -Melanie C.

"Jeff is a financial advisor who practices what he preaches. His knowledge and advice indicates to me that he does his research and is current with the activities going on in the financial world. His newsletters keep us up to date with the ups and downs in the market and what paths we should consider following with our money. He really knows what he is talking about and looks out for what is best for our investments. I feel very at ease when we discuss our financial options and goals, it takes a huge burden off my shoulders. He does an outstanding handling our financial affairs."     -Chris R.

"After the unexpected passing of my wife the cliché you're never promised tomorrow really hit home. I wanted to make sure I was going to be finically ok and have peace of mind that my children will also be taken care of in the future. After meeting with several advisors I met with Jeff. I instantly felt very comfortable speaking with Jeff. He truly wants to get to know his clients and their goals. Jeff spent several hours on multiple occasions with me before I even decided to hire him. I appreciate the fact the he is spiritual and is becoming to just a financial advisor but a friend as well. I am looking forward to a long successful relationship. "    -Frank C.

"After my husband passed I need help to determine the best way to invest. Jeff did the research, presented me with options and helped me to find what worked for my future. I find inspire to be very upfront, honest and easy to work with. I highly recommend them to anyone looking for financial planning. "     -Joan A.

Melanie C., Chris R., Frank C., and Joan A. are clients of Inspire Financial Planning and are not being compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest. Their comments may not be representative of any other person's experience with the firm.

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.

• Save costs and complications by using Inspire's Family Office style of wealth management
• Bring structure and balance to your asset management that aligns with your risk tolerance and values
• Delegate advanced tax planning duties to professional CPAs who are well-versed in wealth management
• Optimize your retirement plan with an income strategy that provides income and leaves a legacy
• Incorporate your real estate portfolio into your retirement and legacy plan 
• Create a business plan that will help transfer your business to the next generation
• Strategize with Inspire advisors on philanthropic pursuits and fund them in a way that benefits your taxes
• Build an estate planning strategy that considers taxes, loved ones, and a smooth transition to your heirs
• Gain clarity with complex employee benefit plans and stock option disbursement
• We can partner with you in ALL things financial

Click Here to know more about Inspire's ultra-high-net-worth strategies