Posts

December is when we take time to reflect on the year’s accomplishments and progress towards our goals. However, there is still some time to review and implement a couple of items as part of your tax strategy before December 31.

The COIN is comprised of six vital pieces we feel are essential to your financial plan. With our team of experienced financial planners, accountants, and attorneys, we help our clients reach their goals.

You might think that financial planning is a complicated formula used in finding the perfect amount you need to save for financial security. Your financial plan should provide a means to an end, a map to follow.

This is the first post of our blog. In deciding whether we would start posting a regular blog to the Ascendor Wealth website, we asked ourselves an honest question. Why? In the financial services industry it seems that everyone sends content, it is just what is done.