Financial Planning

Aspire Advisors is an independent advisory firm that offers comprehensive, fee-only financial planning services and advice. Unlike other firms, we provide recommendations based on your best interests and do not sell "commission-based" products. Our solutions are focused on what is important to you and are designed to address your financial needs while remaining flexible as your circumstances change.

To help you navigate the complexities of wealth management, our team of dedicated advisors will devise an easy-to-follow financial plan to meet your goals. Our mission is to help you manage your wealth through each stage of your life and build a strong relationship with you in the process.

img-financial-planning

Our financial planning services are individually tailored to meet your needs regardless of where you are in life. These services include:

  • Retirement Income Planning
  • Goals/Needs Assessment
  • Budget & Expense Management
  • Asset Allocation Review & Portfolio Optimization
  • Probability &Scenario Analysis/Stress Tests
  • Fee & Expense Analysis of Existing Investment Accounts
  • Education Planning (529, Coverdell, UGMA/UTMA)
  • Social Security Optimization
  • Stock Option Planning
  • Insurance Needs Analysis (Life, Disability, Long-Term Care)
  • Account Aggregation Services
All planning services are offered free of charge to clients with assets of $1,000,000 and above managed by Aspire Advisors. Other clients may take advantage of our financial planning services available at a flat rate or hourly fee. Clients subscribed to the flat-fee/hourly service are not required to have any assets managed by Aspire Advisors. Moreover, our comprehensive financial plan includes access to the Yodlee data aggregation service for 2 years.