Inspire Financial Planning
Financial Service
Why pick this one
Inspire Financial Planning provides fee-only fiduciary wealth management led by an advisor with over 20 years of financial-services experience.
Best for
- High-net-worth individuals and families
- Retirement, business-sale, inheritance, or job-change decisions
- Business owners and entrepreneurs needing succession planning
- Executives and technology professionals managing RSUs, ISOs, NSOs, or ESPP shares
- Clients seeking coordinated investment, tax, estate, and retirement planning
- Clients needing tax-loss harvesting, direct indexing, or concentrated-stock management
Look elsewhere if
- Basic transactional financial services rather than ongoing wealth management
- Clients seeking a low-complexity financial planning engagement
- Clients whose needs do not involve coordinated investment, tax, estate, retirement, or business planning
Specialties
- Investment planning
- Income tax planning
- Retirement planning
- Real estate planning, including DSTs and 1031 exchanges
- Business succession planning
- Equity compensation planning for RSUs, ISOs, NSOs, and ESPP shares
- Tax-loss harvesting and direct indexing
- Donor-advised fund planning
Certifications
- Accredited Investment Fiduciary® (AIF®)
What makes them different
- Fee-only portfolios are described as 100% commission free
- Fiduciary duty requires advisors to put clients' interests first
- Lead private wealth advisor Jeff Headrick has over 20 years of financial-services experience
- Holistic planning coordinates investments, taxes, estate planning, retirement, real estate, and business succession
- Family-office approach includes coordination with CPAs and estate planning attorneys
- Serves
- Wilmington, Raleigh, Charlotte, Greensboro, Asheville, Atlanta, New York City, Boston, Scottsdale, San Francisco, Newport Beach, Chicago, Wrightsville Beach, Leland, Southport, Hampstead, Topsail Beach, Swansboro, Emerald Isle, Morehead City, Beaufort, New Bern, Oriental, Cary, Apex, Durham
Distilled from this business's own website.
Contact & Location
- Address
- 1213 Culbreth Dr, Wilmington, NC 28405-3639
- Phone
- 19104481450
- Website
- http://www.inspirefp.net
- jeff@inspirefp.net
Services
- Fee-only wealth management
- Fiduciary investment advisory
- Holistic financial planning
- Cash flow planning
- Insurance planning and risk management
- Employee benefits planning
- Estate planning coordination
- Portfolio management