Enhancing Financial Decision Making
Enhancing Financial Decision Making℠
Ascend Planning & Consulting, LLC
Bringing together years of experience
in wealth and risk management,
as well as benefit planning for businesses and professional practices.
Serving individuals, families, and businesses throughout the United States.
Let us help you with your financial decisions.
Choose the topic that describes your needs:
I am a
Federal Employee/Serving in the Military
I need assistance with
Estate Planning & Wealth Transfer to Heirs
I'm looking for
Financial Guidance for Families
I have
Other Financial Questions
ascend verb
as· cend | \ ә-‘send
ascended; ascending; ascends
Definition of ascend
intransitive verb
1a: to move upward
Customized strategies and sophisticated planning to meet your personal and business needs
WEALTH STRATEGIES
- Financial Planning
- Wealth Management Strategies
- Estate Analysis
- Education Funding
RISK MANAGEMENT
- Insurance Review & Analysis
- Retirement Planning
- Retirement Income Distribution Planning
BUSINESS STRATEGIES
- Succession Planning
- Key Person Programs
- Employee Benefits
RETIREMENT PLANS
- Qualified Retirement Plans & Co-Fiduciary Services
- Executive Benefits & Deferred Compensation Plans
Watch a Video on a Topic of Interest:
Most investors have heard of asset allocation…what’s your Asset Location strategy?
Enhancing business value for Business Owners and Executives
Simplifying the responsibilities of Qualified Plan Fiduciaries
Simplifying the responsibilities of
Qualified Plan Fiduciaries
A Team of Professionals
Enhancing Financial Decision Making℠
A Team of Professionals
Enhancing Financial Decision Making℠
Our professionals have many industry-recognized credentials. From the CFP® credential, the industry’s gold standard of excellence for competent and ethical financial planning, to the Accredited Investment Fiduciary (AIF®), the Ascend Planning & Consulting, LLC team brings a wealth of industry knowledge and experience.
Our commitment to our clients.
As co-fiduciaries to your employer-sponsored retirement plan, we act in the best interests of our clients with the support of Equitable Advisors — which may limit your fiscal responsibility and liability from Department of Labor (DOL) audits and subsequent fines.
Dedicated to educating our clients and keeping them informed of the ever-changing financial world. To accomplish this, we believe in continued education for our team of professionals, so that they may offer you the advice and support to help you achieve your short- and long-term goals.
Our process includes consistently evaluating our client’s financial needs to help ensure they are getting the most value from our service. We reach out regularly to make sure you are getting the service and attention you deserve.
Helpful Resources
Ascend has compiled a comprehensive library of helpful resources to assist you in navigating the waters of financial planning and business strategy. Find and download seminar notes, helpful tips and guides for free.
Cyber Security Webinar Information
Thank you for attending our Cyber Security webinar. Please review, and if desired, download and share the attached summary. Click here for more information The attached information has been furnished by a third-party and is being provided to you for your general...
Don’t need your 529 plan anymore? Consider converting it to a Roth IRA
If you find yourself in a situation where you no longer need your 529 plan for education expenses, converting it to a Roth IRA may be a smart financial move. One of the significant advantages of a Roth IRA is the potential for tax-free growth and withdrawals in...
Understanding Wealth and Planning Management in the Financial Industry
Wealth and planning management are essential components of the financial industry, enabling individuals and organizations to optimize their financial resources as they strive to achieve their long-term goals. Wealth management involves the professional management of...