OUR SERVICES

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 to serve your best interestets.

Financial Planning

Our financial planning process aggregates the moving pieces of your finances and aligns them with your personal values and goals.

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Retirement Planning

We take a comprehensive approach to retirement planning will prioritize your goals and develop an all-inclusive strategy to achieve those goals.

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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.

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Investment Management

The core of our investment philosophy is a disciplined approach, regardless of market conditions.

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OUR TEAM

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.

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OUR PROCESS

Expertise & Guidance

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Open and Honest Discussions

We take the time to understand your personal and financial circumstances as well as identify any goals you may have.

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Creating a financial picture

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.

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Having a Plan in Place

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.

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Making your Goals a Reality

After making sure each piece of the plan is in place, we continue to monitor your progress. We will keep in touch with you / something client centric on any significant life changes that may impact your financial plan.

EXPERTISE & GUIDANCE

Discover how we’ll clearly define your vision

Our fee-only, non commission approach means we have your best interests in mind.

Certified Financial Planners

Aspen Wealth Management employs only CERTIFIED FINANCIAL PLANNER ™ certificants, which means we have the experience and knowledge to effectively plan your financial future.

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FREE CONSULTATION

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