Aspire Wealth Management & Tax Center serving greater Kansas City and beyond.
Aspire Wealth Management is in the business of helping our clients determine their financial aspirations and then developing a strategy to get there. Along the way, we empower each client with the knowledge, resources and options to fit their unique needs, wants and situation.
We are located in Overland Park, Kansas and Gladstone, Missouri, but serve clients across the country. Our firm was founded on solid midwestern values of honesty, integrity and hard work. As fiduciaries, we always put the best interests of our clients first, no matter what.
Aspire Wealth Management & Tax Center is in the business of helping our clients determine their financial aspiration and then developing a strategy to get there. Along the way, we empower each client with the knowledge, resources and options to fit their unique needs, wants and situation.
We are located in Overland Park, KS, but we serve clients across the country. Our firm was founded on solid midwestern values of honesty, integrity, and hard work. As fiduciaries, we always put the best interests of our clients first, no matter what.
Discover
1-3 DAYS
Schedule a visit to sit down with us and discover what your ideal retirement looks like.
Evaluate
7-10 DAYS
Using the Aspire Wealth Management plan, we'll examine your current financial situation and determine your retirement needs.
Plan
11-25 DAYS
Receive a custom strategy to help you reach your unique retirement goals.
Onboard
30-45 DAYS
Once everything is up and running, we'll sit down to discuss how our partnership will work moving forward.
Todd A. Schick
EA, CFP®, CLU®, ChFC®, President & Chief Financial Advisor
We'd love to get to know you and your goals better.
A reliable retirement is an informed one!
All Rights Reserved | Aspire Wealth Management
*Securities offered through CreativeOne Securities, LLC Member FINRA/SIPC. Advisory Services offered through Aspire Wealth Management, LLC a Registered Investment Advisor. Aspire Wealth Management, LLC and CreativeOne Securities are separate entities. Licensed Insurance Professional.
Tax services are offered through Aspire Tax Center. CreativeOne Securities and Aspire Wealth Management, LLC do not offer tax or legal advice.