Financial Planning

“Before anything else, preparation is the key to success.”
–Alexander Graham Bell

When it comes to financial planning — there is no such thing as one size fits all.

Our team of advisors work with you to develop a well-rounded plan that is designed to meet your short- and long-term goals. At Ascend Planning & Consulting, LLC, we take retirement, education funding, estate strategies and risk tolerance levels into account to construct a customized strategy to fit your needs.

It’s anyone’s guess what the stock market will do today.

And that’s why a smart investor begins by being prepared with a solid financial plan built to accommodate an economic environment of uncertainty.

Even if you’ve been with your current advisor(s) for some time, we often find that specific areas of your plan may have been overlooked.  Why not reach out to us for a no-obligation assessment of your financial plan. Allow our attention to detail to potentially identify opportunities and other options available to help you make the most of your wealth accumulation and financial security planning.

Simplifying Complexity℠ for our clients…..yesterday, today and tomorrow.

Would you like to meet with us to review your personal or family financial plan?

Contact our team today.