Roanoke Independent Financial Advisor Fee Only Planning Firm

If you are evaluating the market, our mission at Aspen Wealth Management is to inspire clients to make informed financial decisions. Our commitment to strong client relationships based on great communication and trust is essential. We are very serious about our fiduciary responsibility to our clients. As a fee-only firm, we do not work on commissions. This allows us to minimize and hopefully avoid any conflicts of interest in the relationship. Our local Roanoke area fee only planning firm is composed of experienced professionals dedicated to helping our client achieve their financial goals. We believe all individuals deserve quality financial planning. Our team will invest the time to get to know you on a personal level and to really to discover what is most important to you and your family. As an independent Roanoke area fee-only planning firm we can deliver our services with full objectivity.

Customized Financial Planning

As a Roanoke area CERTIFIED FINANCIAL PLANNER™ our approach with each of our clients is highly customized around their unique path. Our entire team focuses on making sure our clients are comfortable with the important discussions involved with financial planning in order to make them less stressful. Once we complete a series of open and honest discussions to uncover your real needs, our team will begin creating a complete financial picture and plan for your review. Once your plan is finalized, we will submit it for your review and feedback. Adjustments can be made along the way based on life changes that occur, and we will consistently monitor your plan and track your progress. As CFP® professionals, we are held to a higher standard of ethics and are committed to putting our clients first. Our firm also offers a comprehensive approach to retirement planning. One of our Roanoke area independent financial advisors can customize an all-inclusive strategy to help you stay on track to reach your retirement goals. A comprehensive financial plan should address all aspects of your financial life. Some of the other comprehensive services we provide include professional referrals that may consist of long-term investment strategies, estate planning, retirement planning, insurance review and more.

Exit Planning For Business Owners

Another area that we provide assistance for our clients is Roanoke area business exit planning services. This specialty service is ideal for clients who are business owners or entrepreneurs who would like to position their business assets now for the most value in the future. Knowing how and when to sell your business or transfer ownership can make all the difference. Our advisors will show you how to get the most value out of your business when you transition out and can assist with reviewing how to pay the least amount of taxes when selling. Exit planning should typically begin about 10 years before you plan to transition out of the business. There is a lot more to exit planning than just transferring or selling your business, and our advisors will help you throughout the entire process so that you are fully prepared. We can help you create a wise strategy around your business so that you can make future decisions based on your own terms and what is ideal for you and your family.

Please call Aspen Wealth Management today at 817-546-6353 and schedule your complimentary consultation with one of our qualified Roanoke area independent financial advisors. Start your course towards financial freedom and stability today by exploring all we have to offer. We look forward to serving you in any way we can as you pursue your financial goals and dreams.