Free Consultation

The Smart Approach to Retirement: Optimize Your Income Minimize Your Taxes

RUNTIME: 44:31
Share +

Are you getting closer to retirement? Jim Davis, CFP® and Troy Fore, CFP® discuss:

  • Strategies to help optimize your income
  • Methods to help minimize your taxes
  • and some common questions to ask before retirement

Webinar Speakers:

Jim Davis, CFP®

Senior Wealth Advisor
Jim Davis, CFP®, joined Aspen as a Senior Wealth Advisor in 2021. In this role, he provides comprehensive financial planning and develops strategies for clients that address their financial, investment, insurance, tax, and estate planning needs, with particular expertise in serving the unique challenges of small business owners.

Troy Fore, CFP®

Senior Financial Planning Associate
Troy Fore, CFP®, joined Aspen Wealth Management as a Senior Financial Planning Associate in 2023. An experienced professional with a background in investment, risk management, tax planning, and estate and legacy planning, Troy is dedicated to serving his clients.

View Our On Demand Webinar

Get Your Free Consultation

Fill in your details and our team will be in touch about a free second opinion on your portfolio.

Planning is Our Purpose

Free Consultation
Call Our Team
Email Us

Our Services

About Us

Resources

Locations

Fort Worth Office
4200 S. Hulen,
Ste. 422
Fort Worth, TX 76109

Southlake Office
1110 N. Kimball Ave.
Suite 120,
Southlake, TX 76092

Get in Touch

Linkedin-in Facebook-f Youtube Instagram

Our Insights Straight to Your Inbox

Legal
Related articles on wealth management
Copyright © 2024 Aspen Wealth Management
Schedule A Free Consultation
Please provide your information and submit this form. Our team will be in touch with you shortly.