Personal Financial Planning and Asset Management

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Financial Planning

Your financial plan is your blueprint for your tomorrow. Have you ever asked yourself…

• Do I have enough money to retire?
• When will I be able to leave my job to do something I’m passionate about?
• How do I pay for college when I’m not eligible for significant financial aid?
• Will my family be OK if something happens to me?
• What do I do now that my spouse is deceased?
• How will divorce impact my financial future?

This is how life happens and we stand ready as your fiduciary for hire. We are aware we may not have all of the answers and we will tap into our bank of experts in areas such as estate planning, insurance, accounting, health care analytics or mortgages to gain additional insights.

Asset Management

Finspire’s asset management approach rests upon the shoulders of our investment process. We aim to be the steward-of-choice of your capital by strategically allocating across various asset classes and making tactical shifts based on current economic and market conditions. We only wish to assume as much risk as necessary in order to help you achieve your goals. Finspire is focused on delivering higher risk-adjusted returns over longer time periods relative to an agreed upon benchmark. Our experience serving both institutional and individual investors allows us to implement your asset management strategy using an optimal collection of both active and passive money managers. Our research informs in which asset classes we should invest in ultra-low cost passive strategies and where our cost/benefit analysis directs us towards more active implementation.

Transition Services

We specialize in supporting employers and their employees experiencing dynamic change – typically a company recapitalization or change in control. These events are often unsettling for human resources teams and employees. We offer transition services to employees seeking clarity about their retirement plan, ensuring they know their options and guiding them forward.