Your Retirement and Financial Journey Starts Now.
Aspire Wealth Management & Tax Center serving greater Kansas City and beyond.
Aspire Wealth Management & Tax Center is in the business of helping our clients determine their financial aspiration 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 are located in Overland Park, KS, but we serve clients across the country. Our firm was founded on solid midwestern values of honesty, integrity, and hard work. As fiduciaries, we always put the best interests of our clients first, no matter what.
Ready to Get Started? We Are Here for You!
Our 4-Step Plan Tailored For You
1-3 DAYS
Schedule a visit to sit down with us and discover what your ideal retirement looks like.
7-10 DAYS
Using the Aspire Wealth Management plan, we'll examine your current financial situation and determine your retirement needs.
11-25 DAYS
Receive a custom strategy to help you reach your unique retirement goals.
30-45 DAYS
Once everything is up and running, we'll sit down to discuss how our partnership will work moving forward.
Are You Ready?
Download our 10 Steps to a Successful Retirement Guide. It's a simple process that can show you how to improve your retirement outlook, possibly lower your tax bill and determine when you will be ready for retirement.
"Our goal is to manage your finances so you can pursue your goals."
Todd A. Schick
CFP®, CLU®, ChFC®, President & Chief Financial Advisor
Ready to take control of your financial future?
We'd love to get to know you and your goals better.
A reliable retirement is an informed one!
Let’s talk!
Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value. There can be no assurance that any specific investment strategy will be profitable. Our firm is not affiliated with the US Government of any governmental agency. Please visit www.ssa.gov for guidance on your individual situation. Our firm does not provide legal tax advice. Please consult a tax and/or legal professional for guidance with your individual situation.
Securities offered only by duly registered individuals through Berthel Fisher Company, LLC (BFC), member
FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Aspire Wealth Management, a Registered Investment Adviser. Insurance offered through Aspire Wealth Management. BFC and Aspire Wealth Management are not affiliated companies.
Tax services are offered through Aspire Tax Center. Berthel Fisher Company, LLC and Aspire Wealth Management do not offer tax or legal advice.
Form CRS | ADV Part 2 |
ADV Part 2 A