Financial Planning for Women

Achieve your financial goals with our specialized solutions for women.

Planning Specifically for Your Needs

It has become all too common that the specific needs of women’s finances go overlooked. After all, women’s challenges when planning for the future are far different from those faced by men.

Women who are single, widowed, or divorced face the challenge of identifying the needs that must be addressed today while setting and working toward tomorrow’s goals. These can often seem like impossible tasks for women in transition.


Optimizing Wealth for Women

While women have longer life expectancies than men, they generally earn less over the course of their lifetimes; on average, they spend more time out of the workforce either raising children or caring for parents. Add to this the responsibilities of caring for a family or dealing with a sudden-wealth event, and financial planning can feel hopelessly confusing.

Creating a Tailored Solution

At Aspen Wealth Management, we know that each person has their own individual needs and that women’s financial planning needs are often even more complex. As we listen to your concerns and answer your questions, we will arm you with the knowledge you need to have as a woman dealing with your own, often more complicated, finances.


Your Unique Situation Requires a Unique Financial Solution

Retirement Planning

With our retirement planning approach, we prioritize your goals and utilize time-tested strategies to achieve those goals.

Financial Planning

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

Investment Management

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

Tax Planning

Our tax strategies are tailored to your financial goals and designed to minimize liabilities.

Insurance Planning

Secure your family’s future with our insurance planning services, tailored to protect you against property, liability, life, disability, and long-term care risks.

Estate Planning

Plan for the future of your loved ones with our estate planning services, ensuring your wishes are met through gifting strategies, asset protection, and legacy planning.

Exit Planning

Maximize the value of your business and secure your retirement with our exit planning services, guiding savvy business owners through strategic transitions for a successful and fulfilling exit.

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