Inspire Financial Planning, LLC
Charlotte Wealth Management: A Family Office Approach
If you live in 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.
- 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
Fiduciary Wealth Management in the U.S. and Abroad
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 must act with utmost good faith, provide full and fair disclosure of all material facts, not mislead clients, and expose all conflicts of interest to clients.
Multi-generational wealth management
We have a multigenerational spirit at Inspire. Our mission is to preserve and grow your wealth, to have the most significant impact today and for generations to come. We also have the support of Charles Schwab and The Vanguard Group, who provide institutional quality investments for our clients. Inspire is a boutique wealth management firm specializing in individuals and families with $2MM to $100MM+ in investable assets.
Fee-only financial planning services
We offer fee-only financial planning services to investors in the U.S. and abroad. Call today for a free quote of our wealth management services.
Best Financial Advisors in Wilmington/Raleigh/Charlotte in 2024
Through a selection process based on availability, qualifications, reputation, experience and professionalism, expertise.com has selected us as one of the Best Financial Advisors in Wilmington, Raleigh, and Charlotte in 2024.
Inspire Financial Planning, LLC is rated by Expertise.com as one of the Best Financial Advisors in Wilmington, NC since March 2022, and in Raleigh, NC, Charlotte, NC, Greensboro, NC, and Asheville, 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."
Chartered Financial Analyst/Certified Financial Planner
Jeff Headrick is the Founder and CEO of Inspire and has over 20 years' experience serving investors. Jeff's team of Certified Financial Planners and Chartered Financial Analysts comprise a deep reserve of talent and expertise that can elevate your wealth management strategy.
Additional Information
Jeff Headrick | Founder & CEO
