Registered Investment Advisor • Jill Wasden, Principal • Taos, NM • 575 737-9391 • fax 575 758-2415

Welcome to Wasden Wealth Planning

Licensed investment advisor Jill Wasden created her business, Wasden Financial Planning, to assist clients with a variety of needs.

“I believe that everyone must draw up a will. Other necessary documents include a power of attorney for health care or a living will, and financial power of attorney.”

“There are many things that I may do for a client. I focus on insurance because of the importance of financial security. I am not a stockbroker, and I don’t work for a brokerage house. Instead, I want to deal with a whole financial plan. I have a fiduciary responsibility to work in the client's best interest.”

– from The Taos News interview

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