We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.  Financial Services: Annuities, Investment Portfolio, Life Insurance, Long-Term Care Insurance, Retirement/401(K) Rollovers, Tax Strategies, Disability Insurance, Estate Planning, Social Security review.

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.

7400 W 130th Street, Suite 130 Overland Park, KS 66213
913-322-3500 

www.finra.org
www.sipc.org
https://www.berthel.com/disclosures/ 

Securities offered only by duly registered individuals through Berthel Fisher & Company Financial Services, Inc. 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. Tax services offered by Aspire Tax Center. Berthel Fisher & Company Financial Services, Inc. is not an affiliated company with Aspire Wealth Management or Aspire Tax Center.
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.

Aspire Wealth Management

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Aspire Wealth Management

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