Our Services

Ascent Financial Partners serve individuals and businesses in all areas of financial management!

Specific Areas of Focus

  • Investment planning
  • Retirement income planning
  • College funding
  • Budgeting and cash flow analysis
  • Wealth accumulation strategies
  • Estate planning
  • Financial consulting

Investment Planning Strategies

  • Asset allocation strategies to reduce risk and enhance rate of return
  • Identifying capital, contribution and return requirements to meet goals
  • Building cash reserves

Retirement Planning

  • Dealing with lump sum distributions
  • Projecting early or late retirement
  • Minimizing tax liabilities

Investment Products

  • Roth and traditional IRA’s
  • Mutual funds
  • Fixed, variable, and indexed annuities
  • 529 college savings plans
  • Treasury bills, notes, stocks and bonds
  • Full Service brokerage accounts

Employer Services

  • 401 (k)/ Profit Sharing planning
  • 403 (b) retirement plans
  • 457 deferred compensation plans
  • Pension planning

Insurance Products

  • Term and Whole Life
  • Disability
  • Group health
  • Long Term Care