The Ascend Planning Difference
Why Ascend Planning & Consulting, LLC:
From its inception, Ascend Planning & Consulting, LLC’s mission has been to help our clients navigate through the constantly changing, complex financial world. Our financial professionals strive to provide you with resources and education paired with the highest level of personal service, while meticulously focusing on the details of your planning.
Our difference is in our team.
Ascend Planning & Consulting, LLC is comprised of a diverse team of top financial professionals who are registered representatives of one of the nation’s largest and financially strong financial companies, Equitable Advisors, LLC. Our backgrounds range from corporate finance, accounting, law, electrical engineering and international corporate operations to name just a few. Allow us to use our equally diverse experience and knowledge to help you with all of your business and personal planning needs.
Ascend Planning & Consulting, LLC has many credentialed professionals supporting our mission.
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®), it will be clear that the Ascend Planning & Consulting, LLC team brings a wealth of industry knowledge and experience.
We can act as co-fiduciaries.
Several of the financial professionals with Ascend Planning & Consulting, LLC are ready to serve as a fiduciary 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.
We believe education is an essential ingredient to planning.
At Ascend Planning & Consulting, LLC, we are dedicated to educating our clients and keeping them abreast of the ever-changing financial world. To accomplish this, we believe in continued education for our financial team of professionals, so that they may offer you the best advice and support to help you achieve your short- and long-term goals.
You will hear from us — consistently.
At Ascend Planning & Consulting, LLC, we believe in consistently evaluating our client’s financial needs to make sure they are getting the most value from our service. We also believe in reaching out regularly to make sure you are getting the service and attention you deserve.
Making Complex Financial Decisions Easier.
Allow us to simplify your life when it comes to risk management, investment management, personal financial planning and business planning and benefits. After all…..we have been…
Enhancing Financial Decision Making for over 30 years℠
Experience the Ascend Planning & Consulting, LLC difference for yourself.
For a complimentary evaluation of your personal or business planning, please give our team a call today.