Archives: Everspire Videos

Most of our clients want their wealth to endure and have a positive influence beyond their lifetime. In this clip our Risk Consultant, Rick Holt, describes how thoughtful legacy planning can create intergenerational links and family strength even long after a client has passed away. Rick shares a personal example of a grandmother who uses a trust to communicate love to a grandson and granddaughter on their birthdays. See our disclosures (Form CRS, Business Continuity, and Privacy Policy) and learn more at https://everspire.com/.

Our Risk Consultant, Rick Holt, shares why Long-term Care Insurance is personal for him. He goes on to explain why demographics and the rising cost of care make it critical that planning for long term care costs needs to be part of any comprehensive financial plan. See our disclosures (Form CRS, Business Continuity, and Privacy Policy) and learn more at https://everspire.com/.

In this video, our COO and co-founder, Roy Jones, shares his conviction that Everspire is a special place, both for clients and for our team. After seeing the financial industry from several different roles, Roy set out to build a firm that is unique both in terms of culture and the way clients are treated. Everspire strives to provide a collaborative, fun, friendly environment that benefits the growing Everspire community. What we provide is truly different from what the industry usually offers.

Everspire advisors and financial planners embrace an educational approach. In this video, our team discusses how much we enjoy working with clients to educate them about financial planning concepts, investment options, and what’s out there. By doing the work to understand complex topics and then convey that information in an understandable and actionable way, we empower our clients to make informed decisions.

Everspire advisors and personnel discuss what motivates our team. Everspire cares about your future and your needs. We want to do right by you and your family. Our team has an absolute commitment to fulfilling our fiduciary duty to clients. A “fiduciary” has a legal obligation to put the interest of the client first and we embrace this responsibility.

At the heart of the Everspire vision and culture, is giving back and spreading smiles. We are proud of our special collaboration with Sackcloth and Ashes to help support Camp Hope. To thank our clients, we decided to gift them high quality blankets. Each blanket came in a sturdy box with a list of items to be given to those experiencing homelessness. Typically, Sackcloth and Ashes will match one-for-one a blanket donation to your local homeless shelter. However, when they learned about Everspire’s support of Camp Hope (part of the Children’s Justice Center) their team rallied together and put together something extra special for these child victims of severe abuse.

Everspire offers comprehensive financial planning and wealth management solutions to families, entrepreneurs, and executives. We embrace global diversity and steward the protection, growth, and distribution of our clients’ wealth. Very few families save money by learning whole new professions like financial planning and wealth management while practicing on themselves. At Everspire, we have decades of professional experience in these areas. We work continuously to improve our research, technology and personnel. We are laser focused on our clients’ financial lives and objectives.