Aspen Peak Wealth Management: Your Expert Financial Advisor
About Aspen Peak Wealth Management
Your financial journey is unique, and it deserves personalized guidance. At Aspen Peak Wealth Management, we're committed to providing just that. With our roots in education, we're passionate about demystifying finance, helping you navigate the complexities of investing and planning. Our goal is to make financial strategies and decisions accessible, empowering you to take control of your financial future confidently.
Our Expertise
Led by Diane Watson, CDFA®, our team brings together expertise in financial planning, Social Security, Medicare, and divorce financial analysis.
Our Approach
With a firm belief in the power of education, we're here to answer your toughest questions and guide you every step of your financial journey.
Small Business Services
We understand that running a small business can be challenging, and that is why we offer tailored retirement plans designed specifically for your business needs. Our team will work with you to ensure that your plan is in compliance with changing laws and regulations, so you can focus on running your business with peace of mind. We are committed to providing you with the support you need to help your business thrive.
Medicare Planning
At Aspen Peak, we are dedicated to simplifying the Medicare process for you. Our goal is to provide you with a clear understanding of your options so that you can make informed decisions and feel confident in your plans for retirement. We understand that Medicare can be confusing, and we are here to help you navigate the system with ease.
Social Security Planning
We're here to guide you through the Social Security planning process. We want to ensure that you are making informed decisions that will maximize your benefits and help secure your retirement. We will work with you to analyze your current situation and create a personalized plan that meets your unique needs and goals.
Certified Divorce Financial Analyst
If you're going through a high-net-worth divorce, or if there are a lot of marital assets to be divided, we have the education and experience necessary to help you get through the divorce proceedings as smoothly and fairly as possible.
We can help you understand the financial implications of your divorce, so you can make informed decisions about what's best for you and your family. We can also work with your ex-spouse to negotiate a fair settlement.
Financial Planning Tips
Aspen Peak Wealth Management is here to provide you with the advice and resources you need to make informed financial decisions. From setting up retirement plans to navigating your financial post-divorce, our team is here to help!
Navigating Your Divorce: The Role of a Certified Divorce Financial Analyst
Understanding Qualified Domestic Relations Orders (QDRO)
From Divorce to Legacy: Crafting an Effective Estate Plan in the Aftermath
Understanding Form SSA-2: How to Claim Social Security After a Divorce
Let's Build Your Financial Future Together
Start charting your path to financial independence with Aspen Peak Wealth Management today. With our specialized services and tailored strategies, we’re dedicated to guiding and educating you every step of the way.
