Business Details
Your Trusted Financial Partner in Kansas City
Aspire Wealth Management & Tax Center is dedicated to helping clients define and achieve their financial aspirations through personalized strategies. Founded on midwestern values of honesty, integrity, and hard work, we operate as fiduciaries, prioritizing clients' interests in all decisions. Our team combines extensive expertise in financial planning, investment management, and tax strategies to empower clients with knowledge and tailored solutions.With decades of collective experience, we specialize in retirement planning, risk management, and legacy preservation, ensuring clients navigate financial complexities with confidence. Our commitment to continuous education and ethical standards positions us as trusted advisors in both local and national markets.
Services
Financial Planning
Investment Management
Tax Strategies
Retirement Planning
Insurance Services
Legacy Planning
Social Security Review
Workplace Benefits
RMD Guidance
Highlights and features
- We operate as fiduciaries, always prioritizing client interests.
- Our team holds advanced certifications in financial planning and tax advisory.
- We offer comprehensive, personalized strategies for retirement and legacy planning.
- We combine midwestern values with cutting-edge financial expertise.
- We provide transparent, jargon-free financial guidance tailored to individual needs.
Associations and certifications
- CFP (Certified Financial Planner)
- EA (Enrolled Agent)
- CLU
- ChFC
What people say
Personalized strategies
Fiduciary responsibility
Expertise in retirement planning
Transparent communication
Comprehensive solutions
Services
Financial Planning
Our financial planning service creates customized roadmaps to achieve life goals through strategic asset allocation and risk management. We analyze current financial status, define objectives, and implement adaptive strategies. Clients benefit from ongoing guidance that evolves with changing life circumstances and market conditions.
Retirement Planning
Specializing in retirement income optimization, we develop sustainable withdrawal strategies balancing tax efficiency and longevity risk. Our approach incorporates Social Security maximization, RMD planning, and healthcare cost projections. Clients receive detailed projections showing probability of success under various market scenarios.
Tax Strategies
We implement tax-advantaged investment structures and timing strategies to minimize lifetime tax liability. Services include Roth conversions, capital gains harvesting, and retirement account optimization. Our team coordinates with tax professionals to ensure compliance while maximizing after-tax returns.
Investment Management
Our investment approach combines modern portfolio theory with behavioral finance principles. We construct diversified portfolios using ETFs, mutual funds, and individual securities tailored to risk tolerance. Regular rebalancing and tax-loss harvesting enhance long-term performance while maintaining strategic asset allocation.
Legacy Planning
We help preserve wealth across generations through coordinated estate planning solutions. Services include trust implementation, probate avoidance strategies, and business succession planning. Our approach ensures asset distribution aligns with client wishes while minimizing tax implications for beneficiaries.
People
Todd A. Schick
President & Chief Financial Advisor
With over 25 years of experience, Todd Schick holds CFP, EA, CLU, and ChFC designations. He specializes in retirement income strategies and tax-efficient investing, serving clients nationwide from Aspire's Kansas City headquarters.
Steve Mestan
Insurance Professional
Steve Mestan focuses on risk management solutions, helping clients protect assets through customized insurance strategies. He brings extensive experience in life and long-term care insurance products.
Brian Brown
Insurance Professional
Brian Brown specializes in insurance-based risk management, working with clients to develop comprehensive protection strategies aligned with their overall financial plans.
Brett McMillan
Financial Representative
Brett McMillan supports financial planning implementation, focusing on investment management and retirement income strategies for Aspire's growing client base.
Susan Schick
Marketing & Business Director
Susan Schick leads Aspire's community outreach and educational initiatives, bringing over 15 years of experience in financial services marketing and client relations.
Questions
What services does Aspire Wealth Management offer?
We provide financial planning, investment management, tax strategies, retirement planning, insurance services, and legacy planning tailored to individual client needs.
Are you fiduciaries?
Yes, we operate as fiduciaries, legally obligated to prioritize client interests in all financial recommendations.
Do you serve clients outside Kansas City?
While based in Kansas City, we serve clients nationwide through virtual consultations and digital tools.
What retirement planning strategies do you use?
We analyze income needs, tax implications, and risk tolerance to create customized retirement income strategies.
How do you handle tax-efficient investing?
We utilize tax-deferred accounts, capital gains management, and Roth conversion strategies to minimize tax exposure.
What is your investment philosophy?
We focus on diversified portfolios aligned with risk tolerance, time horizons, and financial goals while emphasizing tax efficiency.
