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.
Questions Every Retirement Plan Trustee Should Ask Themselves
So you are a fiduciary (trustee) of your company’s retirement plan and have never had a complaint from any of your employees. While that is certainly a good thing, don’t think that you have dispensed with all of your responsibilities that easily. Your...
Equifax and Other Personal Information Breaches…..What to do to Protect Your Credit
Nearly every other week news breaks about another business that had its customer information compromised. The most significant of these breaches was Equifax…..a key credit -scoring organization that maintains critical information on nearly everyone. Our team as Ascend...
Retirement Income Planning for Financial Security and a Dignified Retirement
It’s not just about the hike up the mountain. The most dangerous time on Mt. Everest is the journey down, not the ascent to the summit. Similarly, for most people, the “decumulation” phase of retirement planning can be more dangerous to a successful retirement than...