ASPEN FINANCIAL MANAGEMENT                                            (575) 377-9404  
Building Client Trust and Confidence        
                  

Services

                

Personal Financial Planning


1. Retirement planning

2. Retirement Management

3. Tax Planning

4. Risk Management (Insurance planning)

5. Estate planning

6. Investment Portfolio Analysis

7. College Planning


                        



Investment Management

1. Fee Based Wealth Management

2. Exchange Traded Funds, No Load Mutual Funds 

4. Private Portfolio Management of Stock, Bond, and Cash accounts

5. Individual Retirement Plans: IRA, Roth IRA, 401k Rollovers 



                                    




Business Analysis

1. Small Business and Corporate Structure Analysis

2. Business Retirement Plans: 401k, SEP, & Simple plans