Grapevine Independent Financial Advisor Fee Only Planning Firm

You can now receive trusted financial advice from a Grapevine area independent financial advisor when you schedule a complimentary consultation with Aspen Wealth Management. Why settle for less when you can work with an experienced professional who has completed extensive training and continuing education in the industry to serve you better. Aspen Wealth Management is a Grapevine fee-only financial planning firm that offices out of our nearby Southlake and Fort Worth locations. We place the client relationship first, and we have a fiduciary responsibility to always put our clients’ best interests ahead of our own. This structure helps us avoid conflicts of interest and our advisors do not earn traditional commissions, which means that we will never try to market products or services to you that you do not truly need.

Sound Advice From A CFP® Professional

One of the benefits of working with Aspen Wealth Management is you will get access to the specialized knowledge of a Grapevine CERTIFIED FINANCIAL PLANNER™. In addition to being a Grapevine independent financial advisor, we also hold the professional distinction of CFP® as part of our expanded client services. CFP® professionals are held to the highest standard of ethics. They are also required to complete rigorous certifications which test their ability to apply financial planning knowledge to real-life situations, and they must also complete several years of real-life experience. Our CFP® professionals will work closely with you to develop a 360-degree plan designed to meet all of your financial goals. We take the time to get to know our clients personally and gain a greater understanding of the vision they have for their future. We will sit down with you to discuss factors including risk tolerance, financial strengths and vulnerabilities for the future so that we can customize an appropriate retirement planning strategy to address your unique situation.

Investment Strategies To Help You Reach Your Goals

A solid financial plan should include long-term investment strategies that will help you grow your portfolio and position your assets to work for you. As a Grapevine fee-only planning firm, Aspen Wealth Management is primarily compensated by our clients based on a percentage of the assets they have under management with us. We do not charge fees for every portfolio transaction or receive incentives for collecting assets and meeting sales goals. This creates long-term healthy client relationships based on mutually shared goals that are win-win. Our relationships with our valued clients are at the heart of everything we do. We will invest quality time to get to know you, your goals and what your vision is for your financial future.

Many small business owners choose to work with us because of the extensive Grapevine area business exit planning services our team can provide. We can show you the best methods for maximizing your earnings without paying too much in taxes. We will help you create a retirement plan for both you and your employees and can prepare your business for your exit and transition when the timing is right. You can visit our website anytime to complete our free 15-minute exit readiness assessment, and an experienced member of our team will follow-up with you to review your results.

If you would like to work with a Grapevine independent financial advisor who is experienced, trustworthy and thorough, please call Aspen Wealth Management today at 817-546-6353 to schedule your free initial consultation. We look forward to serving you anyway we can and would be honored to help you fulfill the financial vision you have for you and your family.