GUIDANCE DESIGNED TO HELP YOUlive your dreams

At Aspire Wealth Planning, we believe your dreams are worthy of attention and your financial well-being is vital to your success. Our experienced team will work side by side with you as you pursue your goals, from starting a new chapter in life to customizing a retirement income strategy. We take the time to get to know your values and objectives, carefully crafting plans that support the future you’re working toward. We invite you to explore the ways you can aspire for today and plan for tomorrow.

Aguide FOR THE PATH TO YOUR GOALS

Sheri Lucas

Sheri

Lucas, RICP®, AIF® Branch Owner Investment Planner
Kristina Gilley

Kristina

Gilley, CFP® Investment Planner Registered Representative
Dana Krutka

Dana

Krutka Client Care Manager Registered Representative

PLANNING FOR EACH age AND stage

EXPLORE PERSONALIZED STRATEGIES

A steadfast COMMITMENT TO YOU

thoughtful STRATEGIES DESIGNED TO SUIT YOUR NEEDS

Families & Individuals

Families & Individuals

06/08/2018
Serving you at every milestone along the way
Niches
Business Owners

Business Owners

06/10/2018
Helping you make the most of your life’s work
Niches
Retirees

Retirees

06/10/2018
Navigating the blind spots of modern retirement
Niches
Women Investors

Women Investors

06/10/2018
Addressing your nuanced needs at each life stage
Niches
Don’t be pushed around by the fears in your mind. Be led by the dreams in your heart.
ROY T. BENNETT
ASPIRE TODAY. PLAN FOR TOMORROW.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Aspire Wealth Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use