ABOUT US

OUR APPROACH

The professionals at Aiken & Associates believe in a needs based approach to help you develop your financial strategies. Let us help answer your financial questions and develop a plan that’s focused on helping you work toward your goals.

01

Process

Your retirement strategy should be as individual as you are.  Through our multi-step process, we will discover your goals so we can help you build the retirement of your dreams.  We want you to be well-informed about your options and have created this process to guide you along the way.

02

Discovery

This appointment will be a no-obligation opportunity for us to get to know each other better.  We will ask a series of questions to learn about your financial situation and your goals for the future.  We will also provide an overview of our services and discuss how we could work together.

03

Recommendation

After our initial meeting, we will present a customized financial strategy for you.  We will present our recommendations based on the goals you outlined and will take as much time as needed to fully answer your questions.

04

Clarification

Only after all recommendations are understood and all your questions have been fully addressed will we begin implementation.

05

Implementation

We will guide you through every step of the implementation process to ensure we’ve addressed any concerns and that you completely understand the recommended strategies.

06

On-Going  Evaluation

Depending on the strategies implemented, we may opt for quarterly, semi-annual, or annual appointments to review your needs and to help ensure the strategies are still aligned with your goals.

Contact us today for a complimentary no-obligation financial consultation!
ABOUT US
OUR SERVICES
RESOURCES
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3 Daylily Court

Wilmington, DE 19808

302.898.4141

eaiken@woodburyfinancial.net

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC.  WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Check the background of this Investment Professional on FINRA'S BROKER CHECK.

This communication is strictly intended for individuals residing in the states of CA, DE, MD , and PA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

© 2020 AIKEN & ASSOCIATES WEALTH MANAGEMENT.  ALL RIGHTS RESERVED.