Safe Money Financial Strategies

Serving the Dallas Fort-Worth Metroplex

Our Commitment

“Ascend Financial is in the business of protecting you — your future, your legacy, your income — the money you have worked a lifetime to earn and save wisely. Safe money isn’t just a strategy — it’s a commitment.”

Charles Bobo, Principal Advisor

Guiding Principles

We treat clients with the utmost respect and integrity.
We seek to empower clients for financial success.
We understand financial success is a marathon, not a sprint.
We are entitled to nothing, but work to earn everything.
We don’t do anything our mothers would not be proud of.

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…

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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…

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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…

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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…

How Social Security Taxation is Changing

Trump's Big Beautiful Bill establishes a lower taxation on Social Security Though the Big Beautiful Bill did not eliminate taxes on Social Security, it has provided some relief from the potential taxation of 85% of those payments through 2028. Hopefully these 3-years...
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Trusts Provide Unique Protection

Trusts are not limited to the wealthy, but are for anyone desiring to protect their estate Trusts are not only for the wealthy. Trusts are for anyone who owns a home and even has modest level of additional assets and retirement accounts they desire to pass to their...
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Over 5.00% CD Rates for 2025

CDs are a good source for short-term growth and targeted use Ascend's new CD rates are still in the 5% range, higher than most other institutions. These are offered for a 6-month term, targeting short-term savers with a specific purpose for the funds. The CD requires...
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The Power of a Personal Pension

Personal Pensions create an income stream you cannot outlive Pensions have not gone the way of dinosaurs. Although pensions with a private company are rare, you now have the ability to create your own lifetime personal pension to pay you a steady stream of income —...
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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...
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