Our Services
Tailored financial plans that grow with you.
Retirement Plans
Using our network of risk-managed vehicles, backed by the strongest financial institutions in the market. We help turn small initial investments into six-figure legacies by retirement.
Investment Advice
With everything on the rise and the cost of living is continuing to increase, it is never too early to plan for your financial future. We believe there is no better way to do that then to invest in the right places with the right people. The right time is now.
Market Insights
As 2026 progresses, while major indices like the S&P 500 reflect a steady 10-12% annual upside. To capitalize on this high-valuation environment, modern strategies leverage Indexed Universal Life and annuity products to capture the market while providing a 0% floor to protect from the volatility.
Our Objectives
Focused on retirement growth and early planning
Retirement Planning
With 60% of Americans worried about outliving their savings, and the markets possible volatility to erode a retirement nest egg in a single downturn. Our objective is to build 'all-weather' portfolios using IULs and annuities that provide guaranteed lifetime income and tax-efficient growth.
Investment Plan
Build wealth while you have the most valuable asset. time. By starting your investment journey at 25 vs 35 could be the difference of doubling your money with the same monthly contribution. By using an IUL, you bypass the 'tax-trap' of many other strategies and avoid all market volatility. Ensuring the wealth you build, is the wealth you keep.
Performance Stats
While traditional market plans (401k/IRA) average an 8-10% return, investing in them leaves one vulnerable to volatility. After accounting for the future 'tax-trap' (often 30-40%) or fees the spendable income becomes significantly lower after retirement often blindsiding retirees. At Ascend we focus on plans and strategies that grow at the same or comparable rate of return without the volatility, tax-burden, or hidden unknown fees.
Plan Now
Everything sounds perfect as hypotheticals but let's get together and see if we can help you secure your financial future!