Insurance Review & Analysis

Enhancing Financial Decision Making℠

It’s a bit cliché, but someone once said the only two certainties in life are death and taxes.


insurance review

Life’s unknowns such as premature death, disability or illness can have a tremendous impact on a family. Although these events are unpredictable, there are many insurance products available to help alleviate concerns associated with potential financial loss. 

Life Insurance, Disability Income Insurance, Long Term Care Insurance & Health Insurance each have an important place in most individual and family financial plans.  These products are ever changing and many enhancements and innovations have occurred in these past few years.  Has your portfolio been reviewed and updated?

Our team at Ascend Planning & Consulting, LLC can provide risk management through a comprehensive insurance analysis, helping to ensure that you, your family, and your assets are properly protected.

Would you like a no obligation analysis of your insurance portfolio?

Simply contact our team today.