Aspire Wealth Management is in the business of helping our clients determine their financial aspirations 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 take licensing, designations and financial continuing education seriously and strive to make sure our we are well-versed and up-to-date on the most current financial information.Our financial professionals make investment recommendations that serve the client first and foremost. Of course you want to find a firm that has the right qualifications, reputation and is successful serving clients just like you.
We take licensing, designations and financial continuing education seriously and strive to make sure our we are well-versed and up-to-date on the most current financial information.Our financial professionals make investment recommendations that serve the client first and foremost. Of course you want to find a firm that has the right qualifications, reputation and is successful serving clients just like you.
Services
As you get closer to retirement, it is important to plan in more specific detail - and you can do quite a bit of planning on your own. Leave us your information below to receive your complimentary copy of our 10 Steps to a Successful Retirement guide. Your financial plan should be specific to you. With a variety of options available, we can choose the right financial services and products to support your goals and dreams.
Our vision is to continue to grow, protect your assets, and help you achieve your dreams. We are committed to being a source of knowledge and leadership for our clients as well as our staff and community. Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value.
Todd's extensive experience helps clients work toward their retirement dreams. He uses his expertise to develop unique solutions tailored to each client's needs and goals. Todd has also conducted numerous seminars for large corporations including Sprint, Coors Light, Bayer and Cerner.
Todd has passed the Series 7 and 66 securities exams, holds life and health insurance licenses in Missouri and Kansas, is a CERTIFIED FINANCIAL PLANNER professional and has obtained the Chartered Life Underwriter and Chartered Financial Consultant designations.He holds three degrees from Missouri State University: two in computer information systems and one in finance.
Todd has passed the Series 7 and 66 securities exams, holds life and health insurance licenses in Missouri and Kansas, is a CERTIFIED FINANCIAL PLANNER professional and has obtained the Chartered Life Underwriter and Chartered Financial Consultant designations.He holds three degrees from Missouri State University: two in computer information systems and one in finance.
Steve is committed to helping individuals and families find a solid financial foothold on their road to retirement. Growing up with parents who were business owners, Steve learned an important lesson at an early age: Without the right financial strategy in place, hard work, motivation and commitment alone aren't always enough to create a solid financial future.
Susan joined the Aspire Wealth Management team in 2017 when they opened their doors. She has over 20 years of business development experience, and brings a vast knowledge of marketing. Susan has an extensive background in customer service, and this proves to be an invaluable resource to Aspire as we grow to ensure the clients feel like family.
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