Business Strategies

Enhancing Financial Decision Making℠

Providing financial knowledge and guidance for today’s growing companies


As a busy corporate executive, professional or business owner, you understand the importance of making good business decisions. There are those decisions that are primary to your business, the areas where you and your team possess the expertise. In other areas, you understand the importance of relying upon professionals to provide assistance.

Our Business Strategy Services

At Ascend Planning & Consulting, LLC, we strive to provide you with the needed information based on our knowledge and experience to enable you to make the right decisions in the areas of risk management, wealth management, personal financial planning as well as corporate planning and benefits.

Enhancing your financial decision making enables you to have the confidence needed when making important decisions…..Simplifying Complexity℠.

Qualified Retirement Plans & Co-Fiduciary Services

Retirement Plans are a key employee benefit that may help attract and retain employees.  Optimizing these benefits and maintaining plans in a cost efficient and compliant manner requires expertise.  We can act as a co-fiduciary to assist businesses to effectively manage the day-to-day responsibilities and work toward enhancing the plan benefits to meet the specific needs of each business.

Key Person Programs

A successful business is often due to its employees.  Maintaining this success may be a direct correlation to having contingency plans in place in the event of a loss of a key person.

Executive Benefits & Deferred Compensation Plans

Attracting and retaining key employees is an important component of building and maintaining a successful business.   Qualified plans and cash compensation alone may not be adequate.  Allow our years of experience to design a customized plan to meet your specific business needs.

Business Succession Planning

What would happen to the business without a properly established succession plan?  We can assist you to develop a strategy that is aligned to your unique business goals.  It is important to take the mystery out of this process and provide clarity for all interested parties.

Employee Benefit Plans

The cost of these benefits is often one of the largest annual expenses incurred by business entities.  This important benefit requires ongoing support for both businesses and employees.  Together, with our strategic relationships, we can assist you to implement and effectively communicate these benefits.

Employee Education Seminars

Employees that have knowledge and understanding of key personal financial matters often are happier and more productive.