Keller Independent Financial Advisor Fee Only Planning Firm

With offices in Fort Worth and Southlake, TX, our firm is well positioned to continue providing clients with the professional services we have been providing for many years. As a Keller area fee-only financial planning firm, we can avoid or minimize conflicts of interest by not charging commissions. The entire team at Aspen Wealth Management is committed to helping our clients make informed financial decisions through education, communication and service. We strive to always exceed the expectations of our clients because we truly care.

As part of our fiduciary responsibility to our clients, we are legally obligated to only act in the best interests of our clients and always put their needs ahead of our own. You’ll never need to worry about being sold a product or service that is not needed. Our fee-only structure ensures objectivity so you can feel confident, prepared and empowered about the financial planning strategies implemented on your behalf. As a Keller area CERTIFIED FINANCIAL PLANNER™, our firm holds itself to a client-centered code of ethics. All of our CFP® professionals have the education and experience necessary to help you create a solid comprehensive financial plan for your life and retirement.

Customized Financial Planning

You can feel confident working with our Keller area fee-only planning firm based in Southlake because our team focuses on making clients feel comfortable when discussing and implementing financial strategies and decisions that can sometimes be stressful. Our Keller independent financial advisors will invest the time to get to know you and identify your personal goals, current financial situation, and risk tolerance to devise a customized roadmap that maximizes your potential for meeting your life goals. We begin by having open and honest discussions to identify your goals. We then use that information to create a financial picture that integrates all the pieces. Once we have your plan in place, and you have given us your feedback, we will make any adjustments necessary, implement it on your behalf and do all we can to help make your goals a reality.

Exit Planning For Business Owners

For business owners, Aspen Wealth Management can provide you with Keller business exit planning services when needed. An exit plan is important to help you successfully transition out of your business whether you are transferring things over to a family member or selling to a third-party. A well-designed exit plan is an essential part of a business owner’s wealth management plan and will address questions like what are your retirement goals, and how much cash do you need to achieve them? What is your business worth today? How can you sell your business while keeping your taxes as low as possible? Your Keller area independent financial advisor with Aspen Wealth Management will help you create a tax efficient plan that allows you to get the maximum amount of value for your business. We can help you create a solid strategy to help you transition your business on your own terms when you are ready.

Simply call Aspen Wealth Management today at 817-546-6353 to schedule your free initial consultation with one of our Keller area independent financial advisors. We look forward to getting to know you, answering any questions you may have and helping you create a fresh plan to implement your financial vision for the future.