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Financial Planning Services in Folsom, CA

Financial Planning Services in Folsom, CA

Financial Planning Services

You have goals. We want to help you reach them! As a fiduciary financial planning company, Aspen Creek Financial dedicates our efforts to a customer-first approach to help you get where you want to go.

Too many people fall prey to the “strategy” of picking stocks for their 401(k) or E*Trade account and hoping they perform well. Or they trust their funds to a “money manager” and hope they invest wisely.

Take hope out of the equation and take control of your financial future by partnering with a financial planning firm with over 30 years of experience.

Asset Protection Services

The advisory team at Aspen Creek Financial understands that asset protection services involve more than just protection against lawsuits and other creditors. We rise above the competition by helping you create a comprehensive plan that can guard your assets against a wide variety of risks.

Let us help you create a will, durable powers, living trusts, FLPS, and a comprehensive strategy to protect assets for you and your family. You’ve worked hard building your portfolio. Let’s shield it from creditors and other actors so it is accessible when you need it.

Contact us now to create an individualized plan that best suits your needs.

Tax Planning Services

It doesn’t make sense to pay more taxes than which you are legally required. You may not know all the tax breaks available to you and that’s what we’re here for. Let our tax planning advisors show you how you can reduce your taxable income starting today.

The Internal Revenue Service is the number one guaranteed creditor you face. You may be paying too much in IRS, state, and local taxes and not even know it. We’ll go over your taxes with you and identify ways you can save.

Contact Aspen Creek Financial to get the most out of your tax savings.

Retirement Planning

Perhaps the best definition of a successful retirement is one that provides the lifestyle you desire without the worry your retirement funds will run out.

We want to help you achieve the peace of mind born from such a retirement. It’s possible, all it takes is a sound plan.

Don’t put off planning a dream retirement for you and your family. Let us help you identify your retirement goals and create a workable plan to achieve them. There are plenty of options at your disposal and the process is surprisingly fun.

Contact us now to start your retirement journey.

Estate Planning Services

Many people mistakenly believe estate planning is only necessary for the wealthy. The truth is, estate planning is an essential component of any financial plan, no matter how much you earn. Proper estate planning provides you with more control and security of your legacy.

Because let’s face it, you’ve put in a lot of hard work to establish an enjoyable lifestyle for yourself and your family. Don’t leave your legacy to chance. Make sure your loved ones are taken care of even after you are gone.

Contact Aspen Creek Financial to start your estate plan now!

Apen Creek Financial - Folsom, CA Office

Why should you choose Aspen Creek Financial? Because you should only trust your financial planning to a firm that places your needs first. As a fiduciary financial planning company, we not only act in our client’s best interest because we are ethically bound, but because we believe it’s the right thing to do.

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