Financial Planning

A well-developed financial plan is vital to the health and security of your family’s future. At Aspen Wealth Management we will partner with you to understand your objectives, prioritize your goals and develop a strategy to achieve them.

We have adopted a process that focuses on one thing… ensuring that our clients experience the dreams of their one life to live.  The premise of this advising discipline is that we attempt to exceed the unique goals that each of our clients deeply value. We achieve this while at the same time minimizing investment risk and never asking that our clients make any undue sacrifices to their lifestyle.

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While the system is sophisticated and analytically precise, it is also elegantly simple, making it easier for you. We start by defining the main goals you have for your life – the purpose of your investments – in both ideal and acceptable terms. By identifying aspirations (a.k.a. Ideal goals), we are often able to help clients achieve goals other advisors would ignore in their attempts to set goals that are far too easily obtained.We then understand your relative priorities amongst your ideal and acceptable goals so we can focus on solutions that meet the goals you value most. This is necessary to make the most of your life. We then apply a sophisticated and patented stress testing analysis that simulates 1,000 market environments, both good and bad. By combining your ideal and acceptable goals, the dreams you prioritize and our stress testing analytics, we design a customized recommendation of goals and investment strategy.

 “click here to view a powerpoint presentation on our process”

We can help you answer questions about your financial future including:

• How can I protect myself and my family from unnecessary risks?
• How can I protect my assets by minimizing my estate tax obligation?
• How can I intelligently transfer my wealth to my beneficiaries?

We understand that your financial goals do not end with you. Our professionals can help you find the best way to build and transfer your wealth to your desired beneficiaries.

Aspen Wealth Management covers all aspects of your financial planning needs to offer you a robust strategy for achieving your goals.

(click here to learn more about Investment Management)