Our Services

When you think of “financial planning,” what may come to mind is just “retirement planning.” But in any stage of life, with any financial goal, we can help you formulate a sound plan that can help guide you towards your goal of living a fuller and richer life.

FINANCIAL PLANNING SERVICES INCLUDE:

Our skilled professionals use solid techniques, software and calculation tools to create and implement comprehensive financial plans. This begins with risk management, an investment strategy and planning for financial and retirement goals.

The goal of risk management is to manage “known risks,” such as disability and death, to ensure your family’s lifestyle is not severely negatively impacted by disability or death.

Our analysis and suggestions can help guide you toward your dreams and goals for retirement, higher education, or other personal objectives. We will create a plan for you based on your risk tolerance and time horizon, to help you with your specific short-term and long-term goals. This can help you gain financial confidence about your future, and provide motivational, realistic long-term goals.

Our team of advisors includes CPAs, Investment Advisor Representatives, Certified Financial Planners™ and Chartered Financial Consultants.

Our approach is different in that we offer: Personalized attention and advice – we take the time to get know you and understand what’s most important in your life. Then, based on your personal and financial goals and priorities, we’ll develop a customized financial plan that puts you on track to address your objectives. Objectivity – fee based financial planners have a fiduciary responsibility to act in your best interest at all times. Specialization – all of our advisors have additional designations and are committed to continually learning and perfecting their craft. Comprehensive Planning – we consider all key areas of your financial situation including:

Cash flow and net worth analysis
Investment Advice
Protection planning (life, disability and long term care)
Education planning
Retirement Planning
Tax management techniques
Estate planning and wealth transfer

Commitment to excellence – our goal is to be your financial planning partner for life. As your trusted advisor we’ll serve as an objective sounding board when you need to make important financial decisions. All of our financial planning clients receive ongoing education, quarterly service meetings and advice. These are some of the reasons that so many of our clients choose to continue working with us year after year.

Aspen Wealth Management offers comprehensive fee based planning services. Financial planning offered through GPS Wealth Strategies Group LLC, a registered investment advisor.