How We Help

Life is fluid and ever-changing, so your financial plan must also be agile and adaptable. One thing we all know is that change is inevitable - your needs, priorities, and goals change throughout your life. Your financial plan needs to change right along with you. That is why Inspire Wealth uses a dynamic approach to help manage the concerns of a select group of families, business owners, and medical professionals. We consider our clients part of our family and often build life-long professional relationships based on a foundation of trust. We take this responsibility to heart, meaning we go beyond wealth management to wealth enhancement. We help individuals and families plan, preserve, manage, and grow their wealth with our wealth management services. Through our comprehensive approach, we aim to help our clients achieve the futures of their dreams. Get in touch with our financial planning firm in Brighton, MI.

Wealth Management

Advanced Planning

Services Include:

Wealth Enhancement
Wealth Transfer
Wealth Protection
Charitable Planning

Financial Consulting

Addresses the top concern of our families: preserving their wealth. It is the primary offering of most financial advisors.

Relationship Management

Working with an wealth planning company in Brighton, MI that has a wealth management services process in place to maintain a relationship with their clients and other professionals like accountants and attorneys with whom they can work in a coordinated fashion to meet our clients' needs.

Advanced Planning

Wealth Enhancement

Addresses how to mitigate taxes

Wealth Transfer

Addresses how to transfer wealth to your heirs

Wealth Protection

Involves putting barriers in place to protect the wealth you've worked so hard to grow

Charitable Planning

Addresses the ability to leverage wealth to help contribute back to the community