Your financial journey is a marathon!
FREE RETIREMENT GUIDEYour financial journey is not a sprint... it's a marathon.
Are you prepared for the challenges? FREE RETIREMENT GUIDEPersonal Services
Family Protection
Covers a variety of insurance protection to assure your family is protected; mortgage coverage, income protection, disability, and college savings.
Retirement Solutions
Good retirement requires commitment and a good mixture of investment vehicles, which change over time based on age, needs, goals, and budgets.
Legacy Preparation
Planning a legacy for your survivors keeps them from having to shoulder your debts, funeral costs, and helps determine how assets will be handled.
Business Services
Cost Remediation
Through a series of audits, we help companies recoup “found” money through cost segmentation, R&D, WOTC, and other such unknown areas.
Business Succession
The majority of business owners do not have a plan for exiting the business they’ve work so hard to build to partners, family members, or to eventually sell.
Group Benefits
Ascend works to set up cost-effective group programs that provide a valuable asset to employees and help owners maximize tax strategies.
