At Aspen Wealth Strategies we don’t think you should have to choose between Financial Planning and Asset Management so we created the Aspen Process which incorporates both. We also realize that investors like options and transparency—our advisors’ proposals include client specific expectations and details about our compensation.

Financial Planning Services

The advisors at Aspen Wealth Strategies have the expertise, experience, and education to provide tailored financial plans. Believing your plan deserves ongoing attention and commitment, we developed a fully customized internal system to track the progress of the recommended strategies and help you accomplish your objectives. Financial Planning Services can be done a la carte and billed at $325 per hour or included as part of the Aspen Process depending on the assets we are managing.

  • Retirement Planning
  • Retirement Counseling
  • Social Security Planning
  • Education and College Planning
  • Charitable Gifting
  • Tax Planning
  • Multi-Generational Planning
  • Life Insurance Reviews
  • Long-Term Care Planning
  • Estate Plan Reviews
  • Debt Analysis & Planning
  • Pension Planning & Options
  • Asset Preservation & Transfers
  • Stock Option Integration
  • Rental Property Analysis

Asset Management Services

The Aspen Process uses Modern Portfolio Theory (MPT), which seeks to minimize risk and maximize returns through asset diversification. Once a plan has been established, we hire the highest quality asset managers and teams in our industry to help manage your portfolio.

  • Risk Analysis and Education
  • Asset Allocation
  • Diversification
  • 401k Allocation
  • Alternative Investments
  • Institutional Asset Management
  • Trust Services

Diversification and strategic asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future results. Investing always involves risk and you may incur a profit or loss. No investment strategy can guarantee success.*

Business Owner Services

Aspen Wealth Strategies operates a growing business, understands the needs of business owners, and helps you analyze risk and create a plan for your business to succeed long into the future. Business services can be part of the Aspen Process depending on the assets being managed or billed at $325 per hour.

  • Business Succession Planning
  • Business Insurance Review
  • Disability Income Protection
  • Key Employee Planning
  • Investment Banking
  • Asset Based Loans
  • Company Retirement Plans
  • Benefit Review and Recommendations
  • Organizational Structure and Strategic Planning

Communication & Experience

Our advisors create customized communication plans for each client. Keeping you informed about your investment strategies and the progress of your plan is our number one goal. We also develop workshops that educate and enhance our clients’ retirement.

  • Aspen Newsletters
  • Market Updates
  • Strategy and Portfolio Reviews
  • Proactive Ongoing Communication
  • Workshops and Seminars
  • Raymond James Publications
  • Retirement Adventure Roadmap
  • Access to Industry Resources and Information
  • Aging With Excellence

How can we help you achieve your financial goals?

Aspen Wealth Strategies is committed to helping our clients find the right products and services to achieve their financial goals. Give us a call or send us a note to get started.

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