Aspire Financial Group

Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and PA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, howto equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.



Advisors

Lana Engen

Lana Engen

CFP®

Private Wealth Advisor

Visit Lana Engen's website
Amy Harris

Amy Harris

CFP®, CDFA®, CPA

Financial Advisor

Visit Amy Harris's website

Team

Jen Alberts

Jen Alberts

Paraplanner

Sandy Douberly-Bedard

Sandy Douberly-Bedard

Receptionist

Jennifer Harris

Jennifer Harris

Paraplanner

Angela Peterson

Angela Peterson

Paraplanner

James Widstrom

James Widstrom

Paraplanner

Patrick Smitley

Operations Director