Aspen Bortey

Financial Associate

Connecting financial strategies to your values

State(s) Licensed:   KS, OK

Phone 316-285-8535
Address

7200 West 13th Street North, Ste. 218
Wichita, KS 67212

Aspen Bortey

Connecting financial strategies to your values

State(s) Licensed:   KS, OK

Let's put your plans in motion

Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.

Providing ICT with Financial Guidance

As a financial advisor, I provide guidance personalized to your priorities, values, and goals.


I help with:

  • Retirement Planning
  • Investment Strategies
  • Income Protection
  • College Savings
  • Wealth Management
  • Asset Protection
  • Preparing for the What-ifs
  • LTC & Disability
  • Permanent & Temporary Life Insurance


I enjoy working with all different kinds of people, but specialize in assisting

  • Teachers
  • Coaches
  • Families
  • Self Employed Individuals
  • Women Owned Businesses
  • Local owned businesses and their employees


Questions to consider....

  • Can I afford to pay for my kids college?
  • How much do I need to set aside for yearly child expenses?
  • What age do I want to retire?
  • How much income will I need in retirement?
  • What do I do with my old 401K?
  • Should I have a Roth IRA?
  • Will I be able to afford expenses if my partner were to get sick, injured, or pass away?
  • How much life insurance do I actually need?
  • How can I be the most tax efficient with my investments?
  • Would I be able to keep my assets if I were to get sick for injured?
  • What would happen if I lost my job?
  • Do I want to leave a legacy for my children or someone important to me?


To help find answers to these questions contact me at 316-285-8535

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Location

Wichita Office

Phone:
316-285-8535

Hours

M – F: 9 a.m. – 5 p.m.