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.
For Individuals & Families
For Businesses
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
Customized strategies and sophisticated planning to meet your personal and business needs
ascend verb
as· cend | \ ә-‘send
ascended; ascending; ascends
Definition of ascend
intransitive verb
1a: to move upward
Most investors have heard of asset allocation … what’s your asset location strategy?
Simplifying the responsibilities of
Qualified Plan Fiduciaries
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.
Financial Tips for Different Life Stages
Financial guidance can greatly benefit individuals at different life stages, as each stage presents unique financial challenges and opportunities. Here are some key financial tips tailored to specific life stages, including young professionals, families with children,...
Managing Finances During a Career Transition
A career transition can be a challenging time for one’s finances, making it important to manage them effectively. Here are key pieces of advice to help you handle financial matters during a career transition. Budgeting: Creating a budget is crucial to ensure that you...
Common Mistakes in Retirement Planning
Introduction: Planning for retirement is a crucial step in securing a financially stable future. However, many individuals make avoidable mistakes that can negatively impact their retirement years. In this article, we will explore several common mistakes people make when it comes to retirement planning and provide actionable advice on how to prevent them. By understanding and avoiding these pitfalls, individuals can enhance their chances of achieving a comfortable retirement lifestyle.