Retirement Planning

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Empowered retirement

A proactive strategy yields an empowered retirement. Ascend Financial Group helps clients properly set up or restructure a retirement that considers age, current portfolio performance, market performance, future goals, and a desire to create a legacy.

Proactive Strategy = Empowered Retirement

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Sustained Growth

Indexed returns provide strong upside growth, eliminate downside risk, produce more security.

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Liquidity

Provides cash in unforeseen events such as illnesses, family emergencies, or long term care.

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Guaranteed Income

Provides guaranteed lifetime income outside of Social Security; an income you cannot outlive.

Do you have a qualified retirement plan?

We help clients strategically transfer their retirement funds from 401(k), IRAs, 403(b), 457(b), and other such programs into safe financial buckets that are insured or guaranteed to assure you will never run out of money and still benefit from upside market growth. The three strategies we focus on include Sustained Growth, Liquidity, and Guaranteed Income.