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