About Stephen Pascoe
Stephen works with retirees and pre-retirees who want professional guidance and peace of mind as they transition into and through retirement.
He focuses on helping clients make smart, tax-aware decisions around income, investments, and long-term planning. Stephen believes strongly in collaboration and works closely with CPAs and attorneys when appropriate.
His goal is simple: help clients feel confident they have a plan, and a guide they trust.
About Inspire Financial Services
Inspire Financial Services was built to serve retirees and people nearing retirement who want clarity, coordination, and confidence in their financial decisions.
Many people come to us because they feel something is missing from their current advice. They may have an investment strategy, but not a clear plan around income, taxes, or long-term sustainability.
Our approach is planning-first and relationship-driven. We believe good financial advice should be understandable, thoughtful, and aligned with your real life, not just the markets.