Ascent Financial Management assists clients to bring their financial house in order. We are trusted advisors that holistically integrate the multifaceted aspects of our client’s financial picture using a planning first approach including:

• Investments
• Insurance
• Tax Advantaged Planning & Tax Exempt Income Streams
• Social Security and Medicare Strategies
• Legal Documents – Survivor, Estate, Legacy Planning, Buy/Sell Agreements
• Cash flow backstop strategies

Working with individuals, families, and small businesses owners, we develop unique plans for each client and guide them through their Preflight Planning, Fuel Requirements, Departure, Ascent, Cruise, Deviations around both forecast and unforeseen conditions, Descent, Final Approach, and a smooth arrival at Destination Retirement.