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 professional advisors.
At Ascend Planning & Consulting, LLC, we strive to provide you with the needed information and expertise to enable you to make the right decisions in the areas of risk management, investment 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℠.