Financial coaching with a holistic approach
Get organized - Feel confident - Plan with a purpose
A Look Into Our Practice
@Aspen offices are headquartered in Michigan and enthusiastically serve clients across the country
The @Aspen team provides a positive, productive, entrepreneurial and collaborative environment. We are a family who cares about each other personally and professionally.
We know that most of our first time critical financial decisions were made with limited experience. The @Aspen team has clients at every stage of life. We have learned from all of these experiences so we are there for you when you are ready to make appropriate financial decisions.
MEET OUR ADVISORS
YOUR DREAMS ~ OUR TEAM
OVER 1 BILLION DOLLARS OF ASSETS PLACED UNDER MANAGEMENT
Each dollar is a testament to the trust that our clients have in us, which we do not take lightly. Our goal is to continually keep that trust by knowing our clients, their needs, goals, and risk tolerance.
Over 150 Years of Combined Experience
There is no replacement for knowledge and experience. Although we have many years of combined experience, we are continually bettering our breadth and depth of advice through continuing education and designation acquisition.
Retirement Planning
Retirement Planning
Together we will develop a well-thought-out financial plan and base investment decisions around that plan. There will be times when you are nervous about the latest financial crisis and will start to question if you are on the right path. This is when the value of working with @Aspen will be reinforced.
Insurance
Insurance
We identify and quantify your various financial risks to develop insurance based solutions for your specific goals. We explore intergenerational wealth transfer, estate conservation, and charitable gifting opportunities.
Employee Benefits
Employee Benefits
Our goal is to assist you in navigating the complex arena of employer benefits. These include health care, disability, and retirement plans.
Estate Planning
Estate Planning
An effective plan ensures your wishes are carried out in the even to illness, injury or death. We confirm beneficiary designations and collaborate with estate planning attorneys.
Tax Planning
Tax Planning
We help mitigate the impact that taxes can have on your assets, including the legacy you plan to leave for your family. We work closely with your accountant or CPA.
How We Do It
