Safe Money Financial Strategies

Serving the Dallas Fort-Worth Metroplex

ascend financial group

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.

ascend financial
ascend financial group

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 assets and businesses and often find themselves in a tough situation when it comes time to sell those assets and preserve their legacy. We help families and companies legally transfer those assets to avoid the 1031 exchange and mitigate capital gains taxes.

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Markets Volatile with Tariffs Unknown

All eyes on Trump vs China in trade war over tariffs Wall Street posted solid gains Friday as big banks kicked off first-quarter earnings and investors closed the book on a turbulent week of wild swings driven by the turbulence of the trade war started by the Trump...

Trump Urging Powell to Lower Interest Rates

Trump feels with early Administration wins that lowering rates will help the economy further. Interest rates being reduced could help rebuild the economy. Trump is signaling some early wins for a strong recovery from recent high inflation experienced during the Biden...

5 Business Succession Strategies

Do You have a Business Succession Plan? More than half of business owners have no plans for business succession if something unfortunate happens to them in the form of disability or death. Most are so busy building and managing, that they fail to plan for what cannot...

Will Interest Rates Drop in 2025?

The next Fed meeting is in May and will they decide to decrease interest rates again? The Fed has seven meetings scheduled in 2025 with the next one scheduled on May 7. It is currently not likely the Fed will issue a cut in interest rates, so we will likely remain at...

Creating a Business Succession Plan

How to Create a Succession Plan There are several key steps necessary to create a comprehensive small business succession plan, and several ways to go about creating your plan. Some business owners may choose to create their own succession plan, while others may wish...

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