
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. Learn more…

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. Learn more…

Classes & Workshops
Through local colleges, we offer a full complimentary financial planning course and workshops for Trusts and developing a legacy plan. These are held through local colleges and libraries in the Dallas-Fort Worth area and are free to attend. We also provide follow-up personal labs to assist in developing your strategies.. Learn more…

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. Learn more…
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