President & CEO, AWS
Wealth Advisor & Planner, RJFS
8333 Ralston Road, Suite 2
Arvada, CO 80002
Andy McClaflin is a visionary in the Financial Planning Market. Beginning his career some 14 years ago, he is always guided by his vision to bring investment services, financial planning and a complete wealth planning approach to his clients that benefit every investors’ personalized goals. To Andy, your wealth is not only measured by what your statement balance is, but the progress toward your personal dreams and goals. He values relationships above the sale of any product or service and builds client relationships like they are family.
Andy’s commitment to his craft includes, first, the trust established between client and financial advisor. Throughout his career, those relationships have always been sacred. Secondly, he has aligned his practice with Raymond James Financial Services. He chose Raymond James because of their corresponding dedication to the best interests of clients and their strong reputation as a technology driven, ethical investment planning firm. Lastly, Andy has built Aspen Wealth Strategies from the ground up with a team of like-minded, experienced professionals. The caliber of the Aspen Wealth team is excellent for a firm this size. It is Andy’s singular view that the next evolution of investing will be ruled by customer choice, and he has created Aspen Wealth Strategies to bring that vision to life.
An experienced Accredited Asset Management Specialist® and Chartered Retirement Planning Counselor® himself, he has spent 14 years mastering his craft and seeking out the most principled colleagues in the industry to build the Aspen Wealth team. He is also the author of Retirement Adventure Roadmap, a book that encourages the reader to discover their best retirement. Andy also holds his Series 7, 9, 10, 63 & 66 security licenses, Life and Variable Annuity insurance licenses.
Along with his team at Aspen Wealth, Andy has a very strong commitment to giving back. He is active in the community as a Board of Directors member on the JeffCo Schools Foundation, chairing the Development Committee, and the Arvada Food Bank, serving as Treasurer. Additionally, Andy participates as a member in the Arvada Chamber of Commerce and is a strong parent supporter of Jefferson County Schools.
Andy lives in Arvada, Colorado, with his wife Gina and daughter Arianna.
Andy’s 5 Favorites
Long Walk to Freedom
by Nelson Mandela
Australia and New Zealand
Your Wealth Advisor partners with you to map strategies for you to accomplish Goals that strive to reach Your Financial Purpose. They are:
- Managing Your Financial Team
- Working with You to establish Your Goals, Objectives, and Strategies
- Collaborating with Your Tax Planner, Estate Planning Attorney, Insurance Broker/Company, and Other Financial Professionals
- Developing and Implementing processes, tools, and education material to ensure you are making informed decisions
- Ensuring Your Financial Plan and Your Portfolio stay in sync and on track toward accomplishing Your Goals
Efforts and Courage are not enough without Purpose and Direction.John F. Kennedy