Why Choose Inceptive Financial?
At Inceptive Financial, we strive to create an open space where you can share your desires as well as your concerns. We understand that managing your money is a huge responsibility, and we value having the opportunity to take some of the responsibility off your shoulders. Though we desire to provide assistance, you may wonder…why should you work with us?
We bring fresh perspectives to financial planning.
Inceptive Financial was started through a passion for assisting individuals and families with their financial condition. Our founder is a Certified Public Accountant in the State of Georgia with experiences assisting companies in their financial compliance, including auditing and financial reporting.
As a majority of our professional experiences reside outside of the financial planning industry, our guidance comes from an understanding of our country's economic system through multiple organizations in different industries. Based on our accounting background, we bring attention to detail, organization, and an ability to discern client needs to each client interaction.
We have been where you are.
In our current environment, many individuals face similar questions and decisions. When do I want to retire? Do I have enough resources to retire when I want to? Will I be able to pay for my child’s college education? Will my family be protected if I lose my job?
We have asked and created action plans based on these same questions. Investing through IRAs, 401Ks, and brokerage accounts to prepare for retirement have represented a majority of our decision making. However, other personal action plans have included investing in 529 plans and rental property, as well as completing mortgage refinancing and securing life and disability insurance. All of these decisions have been lessons that help inform our client interactions, and our hope is that every client will feel more confident regarding their financial condition after each meeting with us.
Our philosophy is to empower you.
At Inceptive Financial, we want to empower you with the knowledge and tools you need to manage your finances on your own as much as possible so you feel empowered to take control of your financial future. We will provide guidance through a belief that preparation will lead to your success in meeting your dreams. With a greater piece of mind, you can be free to "live."