Meet Our Team
We are passionate about helping retirees and their loved ones achieve their financial aspirations.
Our Story
Get To Know Us
Our Famous Tax Preparers
Lynn Markt
Tax & Accounting Professional
Teresa Morgans
Tax & Accounting Professional
Brandon Kleinmeyer
Tax & Accounting Professional
Paul McNeil, EA
Tax & Accounting Professional
We want to help you to move forward with confidence!
Why Aspire?
Choosing a financial firm is a big decision. Here are a few characteristics that set us apart:
We are independent.
This means that we are not beholden to any particular financial products, companies or carriers. We recommend what's right for the client, every time.
We are knowledgeable.
We take licensing, designations and financial continuing education seriously and strive to make sure we are well-versed and up-to-date on the most current financial information.
We put the client first.
Our financial professionals make investment recommendations that serve the client first and foremost. As a fiduciary, everything we do is in the client's best interest.
Our Top 3 Priorities
1
Reduce Stress
Todd's objective is to help you create a plan that is simple to follow and helps you make confident decisions with your money.
2
Reduce Risk
CFP® professionals create a tailored plan based on your needs. And with Todd's experience, he can help create a plan that seeks to maximize your benefits while reducing your financial risks.
3
Increase Savings
No matter what age you are, savings are important. You may need to create an emergency fund or plan for retirement. Whatever your savings needs are, we can work with you.
Our Vision & Values
Grow, protect, and achieve
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.
The Importance of a CFP®
In addition to compeleting a comprehensive financial planning curriculum, candidates for CFP® certification must have a bachelor's degree (or higher) in any discipline to successfully attain the credential. Once certified, CFP® professionals are required to complete continuing education coursework, including a CFP® Board approved ethics course.
Feel confident in your financial future.
Start the conversation by calling 913.322.3500 and let's see how we can be of service to help you protect and grow your wealth.
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