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You are unique and you deserve a unique, fee-only solution.
Each of our clients has a unique situation that requires a unique financial solution. We do not believe in collecting commissions on the investments that our clients make. As a fee-only provider, we have a fiduciary duty to our clients, meaning our only goal is to serve your best interests.
Financial Planning
Our financial planning process aggregates the moving pieces of your finances and aligns them with your personal values and goals.
Find out more >Retirement Planning
We take a comprehensive approach to retirement planning that will prioritize your goals and develop an all-inclusive strategy to achieve those goals.
Find out more >Financial Planning for Women
Women who are single, widowed, or divorced face the challenge of identifying the needs that must be addressed today, while setting and working towards goals for tomorrow.
Find out more >Investment Management
The core of our investment philosophy is a disciplined approach, regardless of market conditions.
Find out more >A financial team that cares
Every member of our team focuses on making our clients and their families feel comfortable when discussing financial decisions that can potentially be stressful and could have a great impact on their lives.
Expertise & Guidance
We take the time to understand your personal and financial circumstances as well as identify any goals you may have.
Once we have gathered your information, we will integrate your financial pieces into a comprehensive plan that maximizes your potential for meeting your life goals.
We present the plan to you and go over each of our recommendations. Your feedback is encouraged, and we can make any changes to the plan, if needed.
After making sure each piece of the plan is in place, we continue to monitor your progress. We will keep in touch with you on any significant life changes that may impact your financial plan.
Our fee-only, non-commission approach means we have your best interests in mind.
Aspen Wealth Management employs only CERTIFIED FINANCIAL PLANNER™ certificants, which means we have the experience and knowledge to effectively plan your financial future.
