Colleyville Fee Only Planning Firm Independent Financial Advisor

As a trusted Colleyville fee-only planning firm, Aspen Wealth Management has the experience and resources required to help you implement a comprehensive financial planning strategy that is tailored for your unique circumstances and goals, and we offer our services out of our conveniently located Southlake office. Our primary goal is to provide our clients with peace of mind and clear direction as they move forward towards retirement. As an independent fee-only firm, we do not work on commissions. This allows us to minimize any potential conflicts of interest and put your needs first in all that we do.

Proven Financial Planning Professionals

Your Colleyville area independent financial advisor from Aspen Wealth Management will always take their fiduciary responsibility as the most important aspect of the client relationship. Our existing clients trust us and have told us they feel more confident and empowered because of our approach to treating clients like family. You can contact us anytime to schedule a complimentary consultation with a Colleyville area CERTIFIED FINANCIAL PLANNER™ and find out how our team can help you reach your retirement goals with less stress.

Do You Have an Exit Strategy in Place for Your Business?

As a Colleyville area fee-only planning firm, we provide comprehensive services for our clients. One of our most popular services focuses on business exit planning strategies for our clients who own a business or assets they have invested time building value in. Many business owners fail to get full value for their business due to a lack of planning. When you have a plan in place well in advance of a potential exit event, your business become more attractive to potential buyers. Solid exit planning is not just a plan, it’s a great business strategy so you can exit on your own terms for the right amount. Our team can help you design a strategy that will help you meet your goals.

As a Colleyville area independent financial advisor, we also specialized in helping a wide range of clients prepare for their retirement in a way that provides comfort, knowledge and clarity. You have worked hard to accumulate what you have. We will invest the time it takes with you to really understand what retirement looks like for you and the resources you will need to make it a reality. We can assist with optimizing all of your sources of income, so when that day comes, you can be truly ready and move forward without any surprises. Our Colleyville retirement planners are committed to your success and look forward to helping you put plans in place today for your future retirement.

When you trust the Colleyville fee-only planning firm of Aspen Wealth Management, you will be joining hundreds of other like-minded people who have made the same decision. We are very proud of our track record in serving the needs of our clients, and we look forward to doing the same for you. No two people are the same when it comes to financial planning which is why we never take a cookie-cutter approach to anything we do on behalf of our loyal clients. Simply call us at 817-546-6353 today to schedule your free complimentary consultation. We look forward to serving you in any way we can on your journey towards financial freedom and retirement.