Every professional relationship has its share of fine print. For your convenience, we’ve compiled ours here, writ large enough for easy reading.
Aspire Financial Advisors, Inc. is a Registered Investment Advisory firm in the Commonwealth of Massachusetts. This website is not a solicitation or offer of financial planning, investment advisory services, or any other services except in states where we are registered or where an exemption or exclusion from such registration exists.
Aspire Financial Advisors, Inc. does not render legal or accounting advice, and nothing herein should be construed as such. All information contained on this site is believed to be from reliable sources, but we make no representation of its accuracy or completeness.
We are sometimes asked to provide referrals to qualified accountants and attorneys. We want you to know that we neither solicit nor accept referral fees from these professionals when we send you to them. Nor do we pay referral fees of any kind to people who refer clients to us. This helps make sure there are no hidden agendas or conflicts of interest coloring the professional referral.
How can I learn more about Aspire Financial Advisors, Inc. and/or its personnel?
A copy of current written brochure and disclosure statement, describing our business operations, services, and fees is available from us upon written request.
I want to engage your services. Who gets the check?
Checks in payment of financial planning fees, seminars and speaking engagements, and book purchases are made payable to Aspire Financial Advisors, Inc. Please note that because we never take custody of client investment funds, investment checks should always be made payable to Pershing LLC or such other third party custodian as we may identify from time to time.
The CFP Board of Standards, Inc. owns the CFP®, Certified Financial Planner™ and CFP (with flame logo)® marks, which it awards to individuals who successfully complete initial and ongoing certification requirements.