When you work with Ascend, your Flight Plan includes:
Stress-testing your current strategy
Minimizing future taxes wherever possible
Preparing a written financial plan to guide you every step of the way
We’ve helped hundreds of people develop a clear flight plan for their retirement, even in a challenging market environment.
We can help you too.
Your Flight Plan for Retirement, in 3 easy steps:
1. Takeoff
Let’s sit down to discuss your goals, concerns and ideal retirement destination. Our pre-flight checklist will ensure we’ve gathered all the info we need to create your flight plan.
2. Cruising
As your co-pilot, we will help you implement a custom strategy designed for optimum performance. And, if we run into any turbulence along the way, we will make adjustments.
3. Landing
On approach to retirement, we will help you determine which income streams to tap, and when. Then, prepare for landing, because your amazing destination is in sight!
Ready to get your flight plan for retirement?
Give us a call today:
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Financial Portfolio Planning
Designing Your Fiscal House to Weather the Elements
Does your financial abode need remodeling? It’s not always wise to DIY. This free eight-page guide provides a blueprint for a diversified fiscal home that can remain intact amid even the most oppressive external elements. Learn how:
- Risk levels vary among an ideal portfolio’s foundation, walls and roof
- Custom-built risk management strategies can function as insulation
- Indexed-linked vehicles can help create a low-maintenance shelter
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