Safe Money Financial Services

Dallas

Safe Money Financial Services

Salt Lake City

Safe Money Financial Services

Omaha

ascend financial group

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.

ascend financial group
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.