About Frank Mbanusi
Veteran – Frank honorable served 4 years in the United States Marine Corps. Semper Fi!
Author – ”Beyond Success with Frank Mbanusi” is a collaboration of authors focused on what success really means to them and how they turned setbacks into leaps forward in life.
Husband – Frank enjoys spending quality time with his wife, Bridgett.
Hobbies – Latin Dance, Travel & Outdoors, Youth Ministry, and Being Awesome.
Specializes in – Tax & Business Consulting, Retirement Planning, Income Planning, and Wealth Planning.
Licensed In:
- Colorado, Florida, Georgia, Idaho, Indiana, Montana, New Jersey, South Carolina, Texas, West Virginia, Wyoming
My Mission:
My mission is to guide you on a journey towards financial empowerment and understanding, helping you achieve the retirement you’ve always dreamed of. Let’s navigate this journey together!
We Show People How To Grow AND Protect Their Wealth.
Our vast experience helps our clients achieve their retirement goals with a simple to follow process highlighted here.
Discovery Meeting
Extensive discovery process addressing your goals, objectives and concerns. (Get to know each other)
-Retirement Income Strategies
-Investment Strategies
-Tax Planning Strategies
-Health Care Strategies
-Legacy Strategies
-Wealth Management
Review / Mutual Commitment Meeting
Diagnostic of current portfolio:
-Risk Analysis
-Fee Analysis
-Income Analysis
-Social Security Analysis
-Annuity Analyzer
Take the initiative to find better solutions and engage with Frank Mbanusi
Proposed Plan Review
Details of constructing your retirement income plan:
-Income Plan
-Investment Plan
Initial Discussion on:
-Tax Plan
-Healthcare Plan
-Legacy Plan
Client Experience Meeting
Restate the Plan’s Framework
-Reiterate Expectations
-Review Accounts
-Review Initial Statements
-Establish a Regular Review Process
-Implement Advanced Planning Strategies
“Our goal is to bring meaningful transformation to your financial future.
~ It only takes a conversation to start”
Because your financial adventure is unique, how you traverse it will be as well. We recognized this and developed the 5 aspects of retirement planning and created strategic financial management strategies to help empower you in each area. We work in all 5 with experts in all areas. This is our Pinnacle Planning Process
Frank Mbanusi
Aspen Creek Wealth Strategies
1580 N. Logan St. Ste 660
PMB 43964
Denver, CO 80203
Email: [email protected]
Mobile: (719) 421-9585
Fax: (720) 228-2228
Gain A Deeper Understanding
Through Our Insights
Increased Wealth Momentum
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Continue Reading LiSERT Analysis: Indexed Universal Life (IUL) Insurance
What are Qualified Plans?
Qualified plans are any kind of employer-sponsored retirement plan or individual retirement plan. The most common employer-sponsored retirement plan is a 401(k). Both 401(k)s and IRAs are wrappers for different kinds of assets. Mutual funds tend to be the most…
What are Mutual Funds?
Mutual funds are a popular asset that many investors hold. Investopedia defines a mutual fund as “an investment vehicle made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks,…