Aledo Independent Financial Advisor Fee Only Planning Firm
If you want to experience more peace of mind about your financial security, schedule an initial consultation with a qualified independent financial advisor at Aspen Wealth Management in the Aledo area today. We are proud to be a fee-only planning firm that consistently prioritizes the needs of our clients above our own. One way we do that is instead of earning a typical commission for selling products or meeting sales goals, our advisors have a fiduciary responsibility to only act in your best interest. We believe that every person deserves quality financial planning, and we back it up with how we treat our clients.
CERTIFIED FINANCIAL PLANNER™
You will be in great hands with an Aledo CERTIFIED FINANCIAL PLANNER™ who has completed extensive training, has years of real-life experience, and who has successfully completed the rigorous examinations required to achieve this status. Many people are not aware that all financial planners do not have the distinction of being a CFP® professional, even though they may refer to themselves as being certified. The qualified team of professionals at Aspen Wealth Management provides sound advice based on long-term proven strategies and current trends to help our clients have all the information they need to make the most informed decisions regarding sensitive financial issues. We offer a wide range of services including retirement tax strategies to show you how you can minimize your tax liability, insurance planning and business exit planning.
Proven Long-Term Investment Strategies
One of the most important elements of any comprehensive financial plan is taking a long-term strategic approach. Our Aledo independent financial advisors take a disciplined approach to investments, based on research, regardless of current market conditions. We will manage your portfolio consistently and can also factor in your corporate retirement planning strategies if the need is there. Regardless of the challenges or obstacles that come your way in life, we will be available to help you adjust your strategy and get you back on a path toward financial security.
Exit Planning For Business Owners
We always recommend to our clients who are business owners that they should seriously consider using the business exit planning services that our Aledo fee-only planning firm provides. A business exit strategy is essentially a plan to transition ownership of your business to another person, company or group of investors. This can also include a sale of your assets. In addition, it should include details on what happens to the business when you leave and how you will leave. We believe that taking a proactive strategy to create a plan in advance in order to maximize the value of what you have built or created is always prudent. You can take our free 15-minute Exit Readiness Assessment on our website to find out just how prepared you are to exit your business.
Call Aspen Wealth Management at our Fort Worth office today at 817-546-6353 to speak with one of our Aledo independent financial advisors and schedule a complimentary consultation at a time that works for you. We look forward to working with you and helping you achieve the results you deserve.