While we are an independent firm, we rely on our collaboration with AlphaStar Capital Management, Horizon Investments, Vanguard, TD Ameritrade, and many more to bring you a high level of investment services.
|Firm Start Year:||2018|
|Name of Custodial Firm:||TD Ameritrade & Charles Schwab|
|States Licensed in:||NC|
|Number of Years with Current Firm:||2|
|Investment Types:||Alternative Investments, Bonds, Exchange Traded Funds (ETFs), Stocks, Insurance, Mutual Funds, Annuities, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via email, Via phone, At your office, At your home, At my office, Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Long Term Care, Health, Life, Disability|
|Firm's Number of Clients:||50|
|Firm's Number of Planning Clients:||n/a|
|Firm's Number of Managed Clients:||n/a|
|Assets Managed by Firm:||n/a|
|Assets Managed by Advisor:||n/a|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee-Based (Fee and Commissions)|
|Compensation Methods:||Flat Fee, Commissions, Based on Assets|
|Bachelor of Arts - English||
Coastal Carolina University - Conway, SC
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.
Jeff is a financial planner at Inspire Financial Planning. Jeff's passions are enjoying the outdoors, spending time with family, writing, reading, and financial planning. If you read any of Jeff's blogs, you'll quickly see how the loves of his life are intertwined.
Jeff received his Bachelor of Arts degree in English from Coastal Carolina University.
Jeff has 20 years' experience building portfolios and financial plans. It was during his time at JH&A Wealth Management that he tested his ability to manage client assets during the Financial Crisis of 2008. This experience he still carries with him today. He is a staunch believer in a highly diversified, global portfolio.
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 Planning for Individuals
After nearly twenty years in the business, we have come to the conclusion that comprehensive financial planning takes time. Our Initial Financial Plans take place over the course of four to five meetings, each spaced two weeks apart. Subsequent financial reviews, while just as important, take only about half of that time to complete. According the Certified Financial Planning Board of Standards, financial planning is defined as follows: the process of determining whether and how an individual can meet life goals through the proper management of financial resources. Financial planning integrates the financial planning process with the financial planning subject areas.
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.
|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|
|Sat.||9:00 AM - 12:00 PM|
|Holly Ridge||Kure Beach|