As you browse this site you'll discover a uniquely different kind of financial advisory firm. True, we provide traditional financial planning and asset management services. But more importantly, we take a proactive approach in providing close, personalized service that is more results oriented than the average financial advisor.
This Website is just one form of communication enabling me to provide you with timely information that will keep you up-to-date and informed. Please take some time to browse around our Website. It has been designed to be a useful resource to my valued clients, friends, and visitors. Remember to bookmark this site as it is continuously updated.
This Website is just one form of communication enabling me to provide you with timely information that will keep you up-to-date and informed. Please take some time to browse around our Website. It has been designed to be a useful resource to my valued clients, friends, and visitors. Remember to bookmark this site as it is continuously updated.
Services
Ascend Financial Advisors, Inc. ("Ascend") provides fee-only financial planning and investment management services to individuals, families and small businesses. As attorneys and financial advisors we are uniquely qualified to provide a broad range of advice to our clients. This allows clients to make the most informed decisions possible.
We seek to maintain and improve our professional competence in each pertinent financial discipline. We interact with other professional advisors of clients as a catalyst for agreed-upon implementation steps. We monitor the capital markets and remain prepared to take necessary action for the successful accomplishment of our client's investment policies.
Ascend was established to provide our clients long-term value added financial counsel and investment performance with exceptional service. Ascends purposes are to work alongside our clients in articulating, establishing and achieving their financial life goals. Our financial planning and investment management precepts are based on a straight forward idea.
For parties to a a dissolution of marriage or legal separation, the retirement plan may be the single most important marital asset. Over 100 million Americans are covered by ERISA, military, and civil-service employee benefit and Pension plans. These plans contain well over 4 trillion dollars. Pension rights are usually a divorcing couples largest or second largest asset (the other being the family home).
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Reviews (10)
Justin Espland
Jan 03, 2022
Report
Wanda Penning
Dec 25, 2021
Report
John Daniel
Dec 21, 2021
Report
Le Bender
Dec 21, 2021
Report
Positive: Professionalism, Quality, Responsiveness, Value
We’ve been using Ascend Financial for our family’s insurance needs for 5+ years and couldn’t be happier with their service and professionalism. This family operated business is guided at the core by their faith and compassion for others. I’d recommend them to anyone.
We’ve been using Ascend Financial for our family’s insurance needs for 5+ years and couldn’t be happier with their service and professionalism. This family operated business is guided at the core by their faith and compassion for others. I’d recommend them to anyone.
Dave Kulm
Dec 15, 2021
Report
Nalini Maharajh
Dec 11, 2019
Report
Amber Ham
Sep 13, 2019
Report
Kris and Jackie were an excellent team who helped me find an amazing deal on both renters and car insurance. They were extremely conscientious of my time and actually brought me lunch to my workplace! The overview of the insurance plan and other services that they provide was extremely helpful. I feel like I may actually understand insurance for the first time in my life- 25 year later! HA! Thank you for the amazing service!
Cinda Ortman
Aug 14, 2019
Report
Jen Pfeiffer
Aug 04, 2019
Report
Jeff Tobin
Jun 23, 2019
Report
Kris has been amazing in the way he explains information about policies and options to our family, while also going above and beyond to care in a way that creates a family type atmosphere. While working with Kris, it is clear to see that he has our best interest in mind in each situation, and it is also clear to see that he is very knowledgeable about the material he presents!
