Lantana CERTIFIED FINANCIAL PLANNER® Retirement Planning Firm

The personal commitment to implement a comprehensive wealth management plan begins with establishing a relationship with a Lantana CERTIFIED FINANCIAL PLANNER®. At Aspen Wealth Management, we serve our Lantana clients from our nearby Southlake office. We offer a wide variety of services designed to help you leave a financial legacy for your loved ones. Our services range from investment management to financial planning, retirement planning to portfolio management and more. Regardless of the season of life you find yourself in or the challenges you face, we recommend to our clients they start planning for their financial future today. Our experienced team believes all people deserve quality financial planning.

Long-term investment strategies should always be a part of any healthy financial plan. The plan should include strategies to help you reach your personal goals while having a specific time frame to reach them, so we can make sure your portfolio stays on track. At the Lantana retirement planning firm of Aspen Wealth Management out of our Southlake office, you will be paired with a highly qualified independent financial advisor who will review all of your finances including your current portfolio, trusts and investments. Your advisor will then have a conversation with you to understand all the details about your personal goals and dreams. From there, they will be able to create a personalized plan for your life you can review, discuss further if need be and agree upon.

Once your customized plan is in place, our retirement planners for Lantana will talk with you periodically to cover your portfolio keeping you informed of adjustments needed/performed to meet your growing needs. You will always receive personalized advice from the professionals at Aspen Wealth Management in an unbiased fashion. We take our fiduciary responsibility seriously.

Aspen Wealth Management specializes as a Lantana retirement planning firm and no matter what stage of life you are currently in, it’s never too early to start thinking about your plans for when you stop working or for when you sell your business. Our advisors can provide you with pre-retirement planning help so you can determine what you need to be doing now in order to retire when the time comes. Other factors to consider when it comes to creating a solid plan are investments, adjustments to your 401k and how you can maximize your social security benefits.

As a fee-only financial planning firm, your financial advisor will make sure the advice and strategies recommended are always in your best interest. One of the primary goals of a sound financial plan is to minimize your taxes if possible to help you achieve your goals and maximize the assets in your account for retirement. Our team can work with your CPA or tax professional to make sure you are maximizing your income and savings.

You will work with some of the most knowledgeable and highly qualified retirement planners when you decide to work with our Lantana wealth management firm. The idea of planning for your retirement may seem daunting, but when you choose to work with a Lantana CERTIFIED FINANCIAL PLANNER®, you will have an experienced professional on your side to guide you through the entire process. Past clients who have gone through our financial planning process feel confident, prepared and empowered about their financial future.

Make Aspen Wealth Management your choice when it comes to selecting a Lantana CERTIFIED FINANCIAL PLANNER® who you can depend on and trust. Give us a call today at 817-546-6353 to schedule your free consultation, and find out how we can help you plan for a bright future.