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Additional Services

Annual Financial Review

An annual financial review helps keep you focused on your big goals, provides an opportunity to update your needs, explore new options, and keep any emerging problems small.

You'll feel better about your financial situation because you're updated about it. 



Services to help you achieve your dreams.

Personal Financial Home Page

Your Personal Financial Home Page is where daily updates of all accounts are in one place -- secure and available to you at any time and from any place with an Internet connection.

Learn more about the features available on your personal financial website.


Aggregation provides a consolidated view of all of your financial accounts.

The Vault

The Vault is an online secure storage facility that stores and protects valuable personal documents such as wills, trusts, insurance documents and passports in an electronic format.  Clients have found the online Vault to be tremendously useful in times of crisis or natural disaster when hard copies of valuable documents or memorabilia are no longer available.

We also offer our clients their own financial homepage.  Powered by eMoney, this page empowers you to track all of your accounts in one place, including investment accounts, mortgages, bank accounts, and even your airline loyalty club miles.  These accounts do not have to be held with Aspire Financial Partners and will generally update daily.  Financial Homepages are non-transactional, encrypted websites.  If you have any questions on the level of security the system employs, please ask us and we'll send you a document which explains the encryption and security provided in more detail.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (954) 900-4330