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.
Download our 5 Essential Strategies to Help Insure Financial Success in Retirement. It's a simple process that can show you how to improve your retirement outlook, possibly lower your tax bill and determine when you will be ready for retirement.
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
Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value. There can be no assurance that any specific investment strategy will be profitable. Our firm is not affiliated with the US Government of any governmental agency. Please visit www.ssa.gov for guidance on your individual situation. Our firm does not provide legal tax advice. Please consult a tax and/or legal professional for guidance with your individual situation.
Securities offered only by duly registered individuals through Berthel Fisher Company, LLC (BFC), member
FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Aspire Wealth Management, LLC, a Registered Investment Adviser. Insurance offered through Aspire Wealth Management, LLC. BFC and Aspire Wealth Management, LLC are not affiliated companies.
Tax services are offered through Aspire Tax Center. Berthel Fisher Company, LLC and Aspire Wealth Management, LLC do not offer tax or legal advice.
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