Made up of independent and fiduciary investment consultants, Ascent Financial Network partners with clients to tie their investment plan to their overall life plan. We use a broad spectrum of accounts, investments and insurance to help clients meet their investment objectives.
- Portfolio and investment management
- Retirement plans for small businesses (SEP, SIMPLE)
- Group plans (401k, Defined Benefit Plans)
- Retirement income strategies
- IRAs/ROTHs
- Life and health Insurance
- Required minimum distribution planning
- Trust Accounts
- Education Funding Planning (529s, Custodial)
- Long-term care
- Legacy planning
- Cash management
- Goals planning
- Social Security strategies
- Transition support for widows/widowers