Why Aspen Capital Management
Our clients are more than just clients to us. We know each client is unique, and we strive to discover what matters most to them. As your financial partner, we tailor your financial plans to fit your goals, support you through the ups and downs of investment cycles, and celebrate your financial joys and personal achievements.
We take our responsibility to act in the best interests of our clients very seriously, ensuring transparency in our fees and clients' performance. We believe our clients should understand how much they pay and what they are paying for. Our fees are clearly disclosed in each quarter's performance report, not hidden in a footnote. In these same quarterly reports, clients can easily understand how each asset class they invest in has performed vs. its benchmark index. We think you should understand when and why your portfolio has performed differently than the market.
We believe our clients should expect and get the whole truth ... We are built on a strong heritage of honest and unbiased advice, even when it may not be what a client wants to hear. Our clients trust they can have difficult conversations with us and know we'll be honest with them. Real Financial Planning is focused on helping YOU get the most out of YOUR unique life.
At Aspen Capital Management for over 15 years our growth has almost exclusively come from existing clients referring their friends and family. This is because trust is at the heart of every client relationship. We don’t ask for your trust, we earn it.
As an independent firm, we make the decisions. This autonomy allows us to respond quickly to our clients’ needs. Whether you have questions about your financial plan, what’s happening in your portfolio, or an ad-hoc request, prompt resolution to our clients’ needs and demands are an absolute priority.