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