Investing and Living with Passion
Jeff is passionate about faith-based stewardship, extreme diversification, and best-in-class investing.
During his twenties he lived abroad in Ireland, as well as on the Island of St. John in the U.S. Virgin Islands. Jeff once skied 89 consecutive days at the Arapahoe Basin in Colorado.
Jeff is married, has two children, and thrives most when hes spending quality time in the great outdoors with his family.
Jeff believes in supporting the community and has served as an investment instructor for Junior Achievement and taught the Financial Forum at John T. O'Connor Senior Center for many years. Jeff has also volunteered in leadership programs and music ministry at his local church.
Jeff can help you navigate your complex private wealth management opportunities.
Jeff holds the Series 65 (Uniform Investment Adviser Law Examination) securities license administered for the North American Securities Association (NASAA) by the Financial Industry Regulatory Authority (FINRA).
As an independent firm, you can depend on our relationships with AlphaStar Capital Management,
Horizon Investments, Vanguard, TD Ameritrade, and many more to bring you multifaceted approach to private wealth.
We view the management of your wealth through a fiduciary lens. We place your best interests above our own. What differentiates us from the rest? Our independence, transparency, and holistic process.
Contact us today and can we can meet with you at one of our many offices in the following locations: Greensboro, Winston-Salem, Durham, Raleigh, Cary, Charlotte, Wilmington, and Wrightsville Beach.
Click here to reserve time for an initial phone or zoom consultation: https://inspirefp1.youcanbook.me/
|Firm Start Year:||2018|
|Name of Custodial Firm:||TD Ameritrade & Charles Schwab|
|States Licensed in:||NC|
|Number of Years with Current Firm:||2|
|Work with the following types of clients:||Individual Investors, Businesses|
|Advisory Services Provided:||Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning|
|Investment Types:||Stocks, Mutual Funds, Bonds, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Via Email, Our Offices, Your Home, Via Phone, Your Office, Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability, Annuity, Health, Life, Long Term Care|
|Firm's Number of Clients:||500|
|Firm's Number of Planning Clients:||n/a|
|Firm's Number of Managed Clients:||n/a|
|Assets Managed by Firm:||1.5B|
|Assets Managed by Advisor:||n/a|
Compensation and Fees
|Compensation Methods:||Hourly, Commissions, Flat Fee, Based on Assets|
|Fee % Based on Assets:||.75%-1.4%|
|Organization :||Financial Planning Association--Knoxville, TN. Chapter, Knoxville, TN.|
|Position :||Board Member|
|Organization :||O'Connor Senior Center, Knoxville, TN.|
|Bachelor of Arts - English||Coastal Carolina University
- Conway, SC
Financial Planning for Individuals
We have come to the conclusion that holistic wealth planning takes time. Our Initial Private Wealth Plans take place over the course of four to five meetings, each spaced two weeks apart. -Investment planning -Real estate planning -Income tax planning -Estate planning -Financial statement preparation and analysis (including -Cash flow analysis/planning and budgeting) -Insurance planning and risk management -Employee Benefits planning -Retirement planning
Inspire's asset management service provides you with an array of investment choices. We utilize Vanguard, as well as many other institutional money managers when considering your options. At Inspire, we believe in passive management strategies that utilize low cost exchange traded funds. We also utilize active management strategies to a lesser degree. This approach to investing is known as "core and satellite." All of our portfolio construction begins with an assessment of your personal tolerance for risk.
Estate Planning & Trusts
If you are very skilled at doing your own taxes and you stay up-to-date on changing tax laws, you may not need the services of a professional accountant. Likewise, if you understand most state and federal laws regarding estate planning and you stay up-to-date in these learnings, you may not need the services of an attorney. However, attorneys can help you establish your will, financial power-of-attorney, durable power-of-attorney for healthcare (a.k.a. advanced medical directive), etc. These types of documents are usually produced best by licensed, experienced professionals. How Complex is Your Situation? The more complex your situation, the more likelihood that you need to bring a professional CPA or attorney into the mix. Speak with an Inspire Private Wealth Advisor to learn about potential attorneys and Certified Public Accountants that may be able to assist you with your tax planning or estate planning.
Independent Fiduciary. 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. 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. Service that exceeds expectations. Your customer service experience receives our highest level of client care. In person meetings at least once a year (we will fly to you). All Inspire wealth management clients will receive complementary tax planning services from one of our third-party CPAs. Portfolio performance reporting every 90 days in hard copy and PDF format (PDFs are emailed via your personalized encrypted email portal)
Financial Advice & Consulting
We offer hourly advice for those looking for a second opinion on their current portfolio or financial plan.
Are you a apprehensive about retirement? Is the mere thought of it keeping you up at night? Not to worry, we specialize in helping our clients get a good nights rest. Retirement looks different for everyone. Whether your focus is travel, philanthropy, or supporting your family members, Inspires private wealth team will help you navigate the complexities. We will help untangle and simplify when to retire, how much income youll need, and much more.
As an independent firm, we offer an array of 401(k) rollover options.
Education Funding and Planning
We can assist you with setting up and maintaining college savings plans for your children, grandchildren, and great grandchildren.
Tower Six specializes in implementing your risk management. A subsidiary of Inspire, LLC, Tower Six has relationships with professionals from across the country that can provide ancillary support mitigating your risk with various forms of insurance. We have long term care specialists in San Diego, life insurance specialists in Charlotte, and disability insurance specialists in Nashville. We believe our risk management services to be best-in-class.
As holistic private wealth advisors, all clients are encouraged to have their cash flow analysis once a year. This can help individual savings rates as well as create a cohesiveness with family members.
Financial Planning for Businesses
Inspire offers business planning for our clients who own businesses. We can work alongside your accountants, CPAs, and attorneys as needed to help you make better, more informed decisions.
Do you like the idea of having an advisor that can help you with your life and health insurance? Inspire can advise you on company and privately held life, disability, and long term care insurance.
Annuities can be useful tools in mitigating tumultuous stock markets. If you would like to consider leveraging an annuity for a portion of your portfolio we may have a solution for you.
Tax Advice and Services
Taxes may be your largest "bill". Let us help you reduce that. We have a team of people from CPAs to Chartered Financial Analysists that can help you mitigate taxes and maximize what you get to keep.
Investment Advice & Management
We have managed assets through prosperous as well as difficult market cycles. We can provide side-by-side analysis of your holdings before you decide whether or not Inspire is the right firm for you.
Do you have a customer satisfaction or refund policy?
If you would
Why should I choose you as my financial advisor?
We view the management of your wealth through a fiduciary lens. We place your best interests above our own. What differentiates us from the rest? Our independence, transparency, and holistic process. Please schedule a complimentary conversation to learn more. https://inspirefp1.youcanbook.me/
What are your qualifications? What is your education background?
Working collaboratively with Vanguard, American Funds, Russell Investments, and AlphaStar Capital Management, Inspire's team of Private Wealth Advisors, Chartered Financial Analysts, and Certified Financial Planners can provide you with competent advice from experienced professionals.
How do you charge for your services?
Inspire is a fee-based firm that offers fee-only portfolio management upon request. We generally charge a financial planning fee for your initial wealth plan, and then an ongoing fee for your assets under management (AUM) that generally range from .75% to 1.4%.AUM fees are charged in arrears on a quarterly basis. Please contact us for a proposal in writing.
How are you compensated? How will I pay for your services?
Inspire is a fee-based firm that offers fee-only portfolio management upon request. We generally charge a financial planning fee for your initial wealth plan, and then an ongoing fee for your assets under management (AUM) that generally range from .75% to 1.4%. Please contact us for a proposal in writing. AUM fees are charged in arrears on a quarterly basis.
|Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and Inspire Financial Planning are independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Inspire Financial Planning does not offer legal or tax advice.|
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
|Mon.||9:00 AM - 5:00 PM|
|Tue.||7:00 AM - 7:00 PM|
|Wed.||7:00 AM - 5:00 PM|
|Thu.||7:00 AM - 5:00 PM|
|Fri.||7:00 AM - 1:00 PM|
|and South Carolina- We have offices in Charlotte||Raleigh|
|Wilmington||and Wrightsville Beach.|