Ascend Financial Advisors
Providing a holistic approach to wealth management and retirement planning.
Let Us Help You Ascend
Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at %%COMPANY NAME%%.
Assets & Risk
We pride ourselves on providing retirement strategies to %%CITY, STATE%% and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.
Enhanced Planning
Enhanced planning is one key element of any retirement strategy and helps ensure that you leave a legacy of family harmony, regardless of the size of your estate. Whether your priorities are preserving assets for future use or transferring your wealth to beneficiaries, we can help you build a plan that fits your needs and maintains family harmony after you’re gone.
Income Planning
At %%COMPANY NAME%%, we’re here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.
Life Insurance
Life insurance may provide some comfort for the policyholder because their loved ones will receive a death benefit when they pass away. It can also offer a number of benefits that may make it a valuable tool.
Social Security
At %%COMPANY NAME%%, we help our valued clients develop a clear understanding of their Social Security benefit, and both educate and inform them on the optimal time to start accepting their benefit
Tax Strategies
One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.