High Yield Certificates of Deposits
Ascend Financial works with hundreds of financial institutions to provide various terms and yields based on clients’ needs during retirement. We meet personally with all our clients to review multiple account options. Call to schedule an appointment.
Capital Gains Tax Solutions
Capital Gains Taxes are about the most embattled taxes and are a political bone of serious contention. We have solutions that can help you preserve the assets you have worked hard to build, and help offset the taxation of the sales of such assets to avoid the 1031 exchange.
Safe-Money Retirement
Ascend Financial provides safe money retirement options for seniors seeking to reduce market exposure in exchange for more a purpose-driven retirement, rather than a risk-driven retirement. We help clients develop a strategy that guarantees their principal and can provide lifetime income options.