Start planning today... so you may enjoy your tomorrows.

Ascend Planning & Consulting, LLC can help you develop your customized retirement plan.

Are you meeting your Fiduciary requirements for your Qualified Retirement Plan?

At Ascend Planning & Consulting, LLC, we can act as co-fiduciaries and provide you with the confidence to say “Yes”.

While you are working in your business…

Let Ascend Planning & Consulting, LLC assist you to work on your business

Is my family financially secure if something happens to me or my business?

If you are not certain of the answer to this question, Ascend Planning & Consulting, LLC can help.

Enhancing Financial Decision Making

Enhancing Financial Decision Making℠

Ascend Planning & Consulting, LLC


Ascend Planning & Consulting, LLC combines years of experience in wealth and risk management for individuals and business and benefit planning for businesses and professional practices.

For Individuals & Families

For Businesses

Wealth Strategies


  • Financial Planning
  • Wealth Management Strategies
  • Estate Analysis
  • Education Funding


  • Insurance Review & Analysis
  • Retirement Planning
  • Retirement Income Distribution Planning
business strategies


  • Succession Planning
  • Key Person Programs
  • Employee Benefits
Executive Retirement


  • 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

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.

Enhancing Your Wealth Accumulation

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.

Market Timing and Investing

Market Timing and Investing

“Should I start investing now or wait till stock prices go down?” [or] “What is the cost of waiting to invest?” It’s often a good idea to consider investing as soon as you can. While the stock market goes up and down from day to day, your financial professional can...

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Planning for Real Estate Opportunities

Planning for Real Estate Opportunities

“Should I fix up my current home or buy a new one?” What you need in a house can change as your family grows or as your own personal tastes and needs evolve. You need more space for bedrooms for your children. Or you’ve been working remotely more and want to create a...

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