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Services

Comprehensive Financial Planning

Let's be honest, you have a lot more going on than just saving for retirement, and figuring out how your choices affect the rest of your life can be complicated. My clients and I work together on identifying values and setting goals before we even begin talking investments. A financial plan grows and changes as you do, as is updated accordingly.
Financial planning is unique to each individual or family, but includes plans for (but is not limited to):

  • retirement
  • taxes
  • estate
  • insurance
  • employee benefits

Fees are 1% of assets under management for accounts less than $1 million. A sliding scale applies for accounts over $1 million.

Hourly / Project-based

Perhaps you aren't ready for a full financial plan, but just need some questions answered, I can quote you an hourly rate.

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Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through GPS Wealth Strategies Group LLC, a registered investment advisor. GPS Wealth Strategies Group LLC and Aspen Wealth Management are separate entities from LPL Financial.

The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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