DFW Service Area

Retirement Guidance, Wherever You Are in North Texas

Based in Allen, TX we serve pre-retirees and retirees across the entire Dallas–Fort Worth metroplex with personalized tax and retirement planning strategies.

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7M+
DFW Residents Served
30+
DFW Communities
100%
Virtual-Capable
Allen, TX — Headquarters
700 S. Central Expressway, Suite 400
Allen, TX 75013
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Our Office

Ascend Financial Group — Allen, TX

Our Allen headquarters sits at the center of Collin County, giving us easy access to clients across the northern DFW corridor, from Plano and Frisco to McKinney and beyond. In-person and virtual appointments are always available.

Address
700 S. Central Expressway, Suite 400
Allen, TX 75013
Office Hours
Mon – Fri 8:00 AM – 5:00 PM
Sat – Sun Closed
Service Area

Serving the Entire DFW Metroplex

While our office is in Allen, our clients span all of North Texas. Whether you're in the heart of Dallas, the suburbs of Fort Worth, or anywhere in between, Ascend Financial Group brings the same proactive, personalized strategy to your retirement plan.

North Corridor
Allen
Plano
McKinney
Frisco
Prosper
Dallas Core
Dallas
Richardson
Garland
Mesquite
Irving
East DFW
Rockwall
Rowlett
Wylie
Sachse
Forney
Fort Worth Area
Fort Worth
Arlington
Southlake
Keller
Colleyville
Why DFW Retirees Choose Ascend
30+
Communities across North Texas served by our planning team
$0
Travel fee, in-office or virtual, same comprehensive service
1 Day
Average response time when you reach out, we don't leave you waiting
100%
Fiduciary standard, your interests always come first
Flexible Meetings

In-Person or Virtual Your Choice

We understand that getting to an office isn't always convenient, especially for clients across a metro as large as DFW. That's why every service we offer is available in person at our Allen office or fully online via secure video conference. We encourage in-person meetings, to better connect with you.

In-office appointments at our Allen, TX headquarters — convenient to US-75, the 121, and the Sam Rayburn Tollway
Secure video meetings via Zoom, same quality, zero commute
Phone consultations available for quick follow-ups and strategy check-ins
Flexible scheduling: book online in under two minutes via our scheduling link
What We Cover
Every Meeting, Every Topic
Whether you meet us in Allen or online from your living room, our full range of services is available:
Roth Conversion Planning & Tax Strategy
Retirement Income & Distribution Planning
Required Minimum Distribution (RMD) Management
Social Security Optimization
Estate Planning & Trust Strategies
Capital Gains Tax Reduction
Medicare & Healthcare Cost Planning
Ready to Get Started?

Your Retirement Plan Shouldn't Wait for the Right Moment

Schedule a review with our team, in person in Allen or virtually from anywhere in DFW. No obligation. No pressure. Just a clear picture of where you stand.

Schedule a Review → Contact Our Team

Complimentary consultations available. No commitment required.