Your Money $herpa
“Every person that comes in contact with us finds a better way”, our mission statement. That may not necessarily be with our team, if there isn’t a “fit” with us we will help everyone find the right resources for their needs.
Successful and sound pursuit of an enjoyable, and rewarding, long life requires more than hope. To achieve your financial objectives we must come up with the right answers; but first we must come up with the right questions. Our first time together will be a discovery, an exploration, to listen and learn from you....your current situation, past experiences, challenges and obstacles. This time together will help us understand you and your unique standing. At each step of our process the discussion will be held at a level of understanding that helps ensure your comfort and comprehension.
A financial plan should not be treated as a “one and done” printout and it certainly shouldn’t be treated as a plan to sell financial products. Instead a financial plan should be treated as a dynamic living plan throughout an ever-evolving life…the life you have dreamed of.
Retire with Purpose, Retire on Purpose.
You may spend more years in “retirement” than spent in your working years. We act as your guide, your Money $herpa, monitoring each step of “The Journey” as you continue through Life. We believe that Retirement is not the finish line, but instead a transition to new adventures.
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure
note: Ashton Wealth Management is an independent firm and not affiliated with Money Concepts