Aspire Investments provides personalized financial solutions to individuals and families.

We believe that:

A sound financial plan is key to financial independence;
Broad diversification, potentially including “non-correlated” programs, is the most important element of an investment strategy;
Plans and portfolios should account for a range of possible outcomes, adjusted to your tolerance for risk;
Success is measured by achieving your goals.

Our mission is to protect your wealth by providing you access to prudent financial advice and a broad array of appropriate investment options.

Investment Management

Making the right decisions about your investments requires access to the best information, alignment of personal and financial goals, and collaboration between the advisor and client. Working with Aspire, you can expect:

An integrated, personalized investment program based on your specific financial goals

Investments that match your objectives and suggestions for the right asset mix for your portfolio

Diversified assets to help manage risk and potential returns

Managing the impact of taxes and inflation on your investments

Monitoring the performance of all your investments

Rebalancing your investments periodically to maintain your desired asset allocation

Regular, detailed reporting on your portfolio’s activity and performance

Meetings with you to review the status of your plan and any major changes in your personal financial situation

Availability to answer questions and provide information on market events and opportunities

Financial Consulting

We offer a broad range of services to address your unique needs. Believing a sound financial plan is key to financial independence, together we create the financial plan that is appropriate for you. Plans can range from college and retirement plans to comprehensive financial plans.

Once a suitable plan is in place, we help you execute and manage to the plan. Consistent attention to performance of your investments is our primary task.
For someone facing a life changing event, such as a family death, divorce, or inheritance, our compassionate and prudent financial advice on an hourly or retainer basis can be very helpful.

We also partner with your other financial professionals, including CPAs, attorneys, insurance agents, real estate agents, lenders, and qualified intermediaries to make sure your full team is focused on serving you.

Aspire Investments Advisory Services are performed by Jim Crocker. With services including comprehensive financial planning, consulting, and investment management, I am prepared to meet the needs of you and your family. If you are looking for a partner to add discipline and objectivity to your financial decision making, call me for a complementary evaluation.

Jim Crocker
Vice President, Financial Advisor
(925) 577-6159
jim.crocker@aspire-invest.com
CA Insurance License #0G56932