Achievement and success often come with financial complexity. The Aspect team can help simplify your financial life so you can live the life you envision. Our fact-based investing approach, planning and management experience, and independence bring control and accountability to the entire relationship to better prepare you to weather surprises and minimize volatility.
Retirees, families, business owners, physicians, charity organizations and foundations choose us to help them plan, invest, and manage their wealth. Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system. Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Retirees, families, business owners, physicians, charity organizations and foundations choose us to help them plan, invest, and manage their wealth. Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system. Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Services
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual "enjoy the journey." When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Reviews (2)
Michael Gilliland
Oct 06, 2020
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Extremely poor financial planning and investment advice. Michael Clark made more in the purchase of a REIT for my account than I have in over 5 years in the REIT. I transferred to a new financial advisor over two years ago and still have been unable to transfer over $200,000 to my new account. His performance in returns on other products was equally poor. Further investigation revealed other complaints filed by other clients. I have begun the process of filing complaints with the SEC and FINRA. Between the $250K initial investment, his fees to get me into the REIT that has no defined lifespan and
Micky O.
Jan 29, 2020
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Came to Aspect with and idea of what we wanted and what we expected. For the most part all that was met. We interviews 3 other groups and this place is solid. The other 3 were good to, just felt with leveled with Aspect more. The plan we paid for was well done, and I look forward to working with them later.
