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.
Financial Planning 101 Course
Through local colleges, we offer a full complimentary financial planning course. This class consists of a 2.5 hour lecture, followed by a complimentary lab to assist you in developing a complete retirement strategy. These interactive classes include full course materials and a customized retirement strategy.
Business Succession
Ascend Financial works small business owners to assist in the safe transition and most tax-friendly strategies of transtitioning your business to your family, partners, or through a sale. Most owners do not have a formal plan of transition or succession and risk leaving their families in a challenging position.
Capital Gains Tax Strategies
Families and companies work hard to build up assets and businesses and often find themselves in a tough situation when it comes time to sell those assets to liquidate and preserve their legacy. We help families and companies legally transfer those assets to avoid the 1031 exchange and capital gains taxes.
