Planning, Investing, Income & Lifestyle Management
AspenCross Wealth Management is an independent, fee-based financial planning and investment management firm focused on providing actionable advice and clear guidance in all areas of retirement planning.
Whether you need direction on the best ways to save, invest, and plan for achieving the retirement lifestyle you envision, or if already retired, how to get the most from the retirement assets you have, we can help. We offer both in-person and virtual planning services, depending on where you’re located and your personal planning preferences.
We simplify the complexities of planning and financial decision making so you can relax and focus on what really matters in life.
You are one click closer to a more confident future.
What Would You Like Help With?
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.