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
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.
Medicare Seminar Q & A Supplement
Please review, and if desired, download and share the attached summary. The attached information has been furnished by a third-party and is being provided to you for your general information. John Hancock is not an affiliate of Equitable Advisors, LLC (Equitable...
How does “time in the market” work to your advantage?
Every time something new happens in the world — whether it’s economic, political, or even health-related these days — it seems like the market reacts. Large swings, especially, may cause you to react emotionally, making changes to your portfolio that may not be in...
Providing for your family when you’re gone
“How can I provide for my loved ones when I’m gone?” What would your loved ones do without you? It’s hard to contemplate, especially if you’re still young. However, if you’re a primary earner in your household, preparing now can help ensure that your partner, children...