AS SEEN IN:
Planning, Investing, Income & Lifestyle Management
AspenCross Wealth Management is an independent, fee-based financial planning and investment management firm singularly focused on helping you learn how to best use your money to improve your life and the lives of those around you.
Whether you need direction on the best ways to save, invest, eliminate debt, grow your net worth, share your success, or simply get your financial life organized and on track once and for all, you came to the right place.
Have questions about bitcoin and other cryptocurrencies? We can help with that too.
We offer both in-person and virtual planning services including on-demand financial and investment advice depending on your specific planning needs and personal preferences.
You are one click closer to a more confident future.
What Would You Like Help With?
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Five phases to changing unhealthy behaviors.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
If you died, what would happen to your email archives, social profiles and online accounts?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here’s a crash course on saving for college.
All about how missing the best market days (or the worst!) might affect your portfolio.
Understanding the cycle of investing may help you avoid easy pitfalls.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.