Luma Partners, 125 University Ave, Palo Alto, CA 94301, US

HistoryAspire Planning Associates is committed to providing sound, non-sales driven financial advisory and investment management services to help you achieve and maintain your goals. What sets us apart? Personal Attention. At Aspire, your account is researched, presented, and managed with experience and personal attention according to your needs and goals. In-Depth Research. A high degree of emphasis is placed on the careful research of information and perspectives in order to provide the best-informed decisions. Competitive, Fee-Only Cost Structure. Our asset-based management fees are calculated on a sliding scale and are very competitively priced to give you the best value for your returns. We do not accept any referral fees or compensation that is contingent upon the recommendation, purchase or sale of any investment product.SpecialtiesAspire Planning Associates provides comprehensive, fee-only personal financial planning, tax planning, and investment management services. Our mission is to provide these services with integrity, delivering unbiased, independent solutions that are tailored to your individual needs. We use an educational approach to your financial plan, helping you gain an overall picture of your current standing, and then plan out the 7 pillars of your financial profile: budgeting (cash flow), investments, education planning, taxes, insurance, retirement, and estate planning. Aspire Planning Associates investment management services provides clients with access to a wide range of investment opportunities. Our approach to asset management helps us deliver strong, consistent results, thoughtful analysis and research as well as effective risk management.

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