Aspen Leaf Wealth
  • HOME

  • ABOUT

    • ADVISORS
    • SUSTAINABLE INVESTING
    • IMPACT INVESTING
  • ADVICE

  • PORTFOLIOS

  • FAQs

  • LEARN

  • CONTACT

  • More

    Use tab to navigate through the menu items.

    A Public Benefit Corporation

    • All Posts
    • Socially Responsible
    • Investing
    • Sustainability
    • Taxes
    • Estate Planning
    • Insurance
    • Mortgages
    • Behavioral Finance
    • Financial Planning
    • Banking
    • Cash Flow
    Search
    How The SECURE Act Affects Financial Planning
    Greg Lessard, CFP®, CRPC®
    • Feb 21, 2020
    • 8 min

    How The SECURE Act Affects Financial Planning

    The new SECURE Act of December 2019 affects a majority of our clients. Click to read if you might feel the impact as well.
    Estate Planning- Can't You Just Do It Yourself Online?
    Andrew Kroll
    • May 1, 2019
    • 6 min

    Estate Planning- Can't You Just Do It Yourself Online?

    These days, we’re all busy, with a long list of unfinished tasks and not enough hours in each day to get them done.  For many people, one...

    Aspen Leaf Wealth Management, PBC is a fee-only Registered Investment Advisor (RIA). We are based in beautiful Golden, Colorado and regulated by the Colorado Division of Securities. Throughout this site, we went out of our way to present unbiased data believed to be from reliable and respected sources. However, its accuracy, completeness, and relevance are not guaranteed and no responsibility is assumed for errors or omissions. This is especially true as new information emerges and the investing landscape evolves. Last, we encourage you to remember the old adage, historical risk and return is no guarantee of future results. Enjoy your visit and thank you for stopping by!

    Financial Planning Association
    American Sustainable Business Council
    Green America
    Certified B Corporation
    Certified Financial Planner