Financial Planning

Inspire Capital provides a comprehensive, financial planning solution.

ICM clients are business owners, entrepreneurs, and professionals such as attorneys and physicians. They are financially successful, experienced, and prudent investors with the opportunity to benefit from our strategic planning services.

We work side by side with our clients as an outsourced, personal Chief Financial Officer.

Investment Advice
Estate Planning
Tax Management
Insurance Planning
Debt Management
Budgeting
Retirement Planning

The scope of our engagement is based upon each individual client’s needs. We will recommend other professionals as each situation warrants.

The design, implementation, and ongoing review of a strategic financial planning program is a complex and time consuming process. We are there with you every step of the way. We help make sure your finances stay on course regardless of market conditions. Of course, every service we provide is individually tailored to your unique situation with a specific time frame.