Your Retirement and Financial Journey Starts Now. 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. Aspire Wealth Management & Tax Center securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC.
Clear Springs Wealth helps busy professionals (especially women!) build wealth and create more life options through thoughtful planning and investing. Fast Track to Financial Freedom, a 1-on-1 partnership over 12 weeks to change the course of your financial future Includes: - 1-on 1 live phone support in transferring and/or setting up accounts - 1-on-1 guidance with on-line planning tools - A clear investment strategy with quarterly re-balancing and annual updating - A 2-page personalized financial plan to get you to your future goals, including specific action steps and annual updates.
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During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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We provide a high-level service experience where an innovative investment approach, transparency, and value converge to create a unique financial advisory experience designed to help individuals like you reach their financial goals.
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Our purpose is to make a positive difference in the lives of our clients by professionally dedicating ourselves to their financial well-being. We are focused on helping our clients build, preserve and maximize their wealth. We accomplish this by combining comprehensive financial planning, disciplined investment strategies and completely objective advice. And because we serve a select group of high-net-worth individuals and business owners, we are able to offer highly personalized service with attention to every detail. The results consistent, well-planned strategy designed to meet the unique needs of each client.
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