Why are we named Aspen?
Did you know an Aspen grove is a single living organism and one of the largest organisms on earth? At Aspen Wealth Advisors our goal is to take the lessons learned helping clients navigate certain life experiences and apply them to other clients who may encounter similar situations. Together we can all grow stronger and flourish.
OUR ServiCEs
Comprehensive Financial Planning
As partners, we will follow the 7 step Financial Planning Process: 1) Understand your personal and financial circumstances 2) Identify and select goals 3) Analyze your current course of action and potential alternatives 4) 5) & 6) Develop, present and implement financial planning recommendation(s) 7) Monitor progress and update the plan
Investment Management
We will advise you on your 401(k) investments and/or will manage your taxable or retirement (Roth/IRA) accounts primarily using low cost exchange traded funds (ETFs) to build tax efficient diversified portfolios.
Tax Planning
Making smart tax decisions can have a significant impact on the total wealth you accumulate in your lifetime. We will help you establish a strategy to reduce taxes now and then in the future as tax law and your stage of life changes.
Retirement and Education Planning
Saving enough and being confident that you have saved enough to retire can be intimidating. Many parents also want to help pay for their children's college education. We will help identify if you are saving enough or if you are ready to retire.
How we Deliver our services
Request a Meeting
Request a free meeting via phone or at a location of your choosing to discuss your goals and determine how we can help you.
Create A Plan
In our second meeting, we will ask clarifying questions about your financial situation and goals in order to determine an initial set of recommendations to achieve those goals.
Implement and Monitor
In our third meeting, we will present a personalized financial plan and recommendations to address both your short and long term goals.
Site Navigation
Contact
- 214-334-2470
- tommy@aspenwealthadvisors.com
- 10016 Robin Hill Ln., Dallas, TX 75238
Aspen Wealth Advisors LLC (“Aspen”) is a registered investment advisor offering advisory services in the State(s) of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Aspen in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Aspen, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Click here for Aspen’s ADV Part 2A and Privacy Policy.
Copyright 2022 Aspen Wealth Advisors LLC