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Here at White Aspen Capital, a registered investment advisor, we believe that you can live the life you have always wanted with proper planning and healthy financial habits. We can help you get there with a tailored financial plan built just for you. We will work with you one-on-one to learn what your goals and aspirations are and give you a roadmap on how to get there.
We are very excited to talk to you and hope that we can bring a refreshing and straightforward approach to the optimization of your financial picture. We look forward to speaking with you!
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Services
Services
Financial Planning
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We can organize your finances into one succinct report that forecasts how long you can live on your assets given your spending.
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It can include: liquid assets such as cash and investment accounts; illiquid assets such as real estate; cashflows; insurance coverage analysis; tax planning techniques.
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Investments we manage and advise on include stocks and bonds managed in Separately Managed Accounts, Mutual Funds, ETFs, Annuities, Hedge Funds and Private Equity Funds.
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We offer a wide variety of investment strategies for you, your family and your business.
Investment Management
Education Funding
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There are a variety of account options for education savings including 529 plans, Coverdell accounts and Custodial accounts.
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We can help you navigate through your choices and the proper amount to fund your accounts for projected school expenses.
Retirement Planning
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We can solve for how much you should be saving/investing prior to retirement, what age you can comfortably retire at and how much you can spend in retirement annually.
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This conversation includes deciding the most tax-efficient investment vehicles to invest in.
Insurance Strategies
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The most important asset in your life is you. If you become disabled, need long-term care or you pass away early, your entire financial picture can become disarrayed.
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We can assess if you have enough coverage for these risks as well as risks associated with business succession plans and retirement funding needs.
Tax Planning
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Investing your money in the stock and bond market may seem pretty straightforward on the surface, but all of your investment choices have tax implications that you should be aware of.
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We can educate you on these implications as well as potential tax-saving strategies such as Roth conversions and charitable donations.
Estate Planning
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Life is unpredictable, but death is guaranteed at some point for all of us. Your organization can help your family make quick/proper decisions when you are unable to.
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We can help you get financially organized so that there are no harmful delays in the case of an emergency.
Employer Retirement Plans
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We offer a wide variety of employer-sponsored retirement plans including 401ks, SEP IRAs, SIMPLE IRAs, Defined Benefit Plans and Non-Qualified Deferred Compensation Plans.
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We can compare plan coverage requirements with you and model plan contributions for your business.
Articles
Account Aggregation Tools
Account Aggregation Tools
The Yodlee® account aggregation tools (aka MyBlocks™) securely enable you to see your credit cards, loans, bank accounts, investment accounts, etc. all on one screen.
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Contact Us
White Aspen Capital - Los Angeles
350 S Grand Ave, Suite 1800
Los Angeles, California 90071
White Aspen Capital - Las Vegas
155 S. Water Street, Suite 220
Henderson, NV 89015
o.) 310.498.0620
e.) info@whiteaspencapital.com
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