Ascend Planning and Consulting, LLC
Developing an effective financial strategy starts with a customized approach.
We recognize that your financial goals reflect your unique circumstances and those of your family and/or business. Our team works with you to develop an effective financial strategy by carefully assessing your situation, including:
- Establishing your financial profile,
- Gathering your financial information,
- Analyzing your financial data, and
- Identifying your short-, mid- and long-term goals to help you reach the dreams you envision for your future.
Our experience and knowledge help to ensure that your plan is tailor-made to meet your financial needs.
Long-term flexibility: Part of Ascend Planning & Consulting, LLC’s success is building long-term relationships with our clients and their other advisors. We believe most clients have life events and changes along the way. We therefore have a clear understanding that your goals and needs may change over time. Consequently, we’re committed to providing you with outstanding service as we assist in modifying your plan.
Let’s get together. For a complimentary review of your personal financial goals, please contact us. We’d be happy to develop a financial strategy or build upon an existing financial strategy with you.
Financial Professionals with Ascend Planning & Consulting, LLC (APC) offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), Member FINRA/SIPC, offer investment advisory products and services through Equitable Advisors, LLC, an investment advisor registered with the SEC, and offer insurance and annuity products through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors, Equitable Network and APC do not offer tax or legal advice. Consult with your professional tax and legal advisors regarding your circumstances. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary For Retail Investors and General Conflicts of Interest Disclosure.
Ascend Planning & Consulting, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.