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?
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
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.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Building wealth requires protection from the forces of wealth destruction.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
For some, the social impact of investing is just as important as the return, perhaps more important.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Taking your Social Security benefits at the right time may help maximize your benefit.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Why are 401(k) plans, annuities, and IRAs so popular?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What is your plan for health care during retirement?