Additional Services

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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.

Financial Audit:

Sometimes you would just like to make sure you’re on track. A financial audit is the review of all things risk and financial related. We will review your insurance, wills, trust, estate, investments, 401k, liabilities and more. What is keeping you up at night? Let us help you put your mind to rest.

Retirement Income Planning:

Planning for retirement has never been more difficult than in recent years. Volatile markets, low yields and increased longevity have made it challenging to determine how much to save to ensure that you have enough to last through retirement. It has also highlighted the importance of having a plan for retirement income as part of a larger financial plan.

At Aspen Wealth Management we partner with our clients to understand how much retirement income they will need and build a customized savings and investment strategy to reach their objectives. For our clients that have not yet reached retirement age we work to identify savings objectives, build portfolios to achieve those objectives and develop strategies to organize and protect wealth. For those that are nearing retirement or are already retired we help them to build a plan to generate income and develop sound withdrawal strategies to ensure that they will have enough to last.

Do you know how much money you can safely withdraw from your portfolio each year? (click here to read more about withdrawal rate strategies and their efficiency)

Additional Services: