Comprehensive Planning
The structure of your financial plan can impact your overall returns more than any single investment decision you make.
Ascension Capital helps you manage all aspects of your financial life – not just investing.
Ascension has the ability to guide you in all aspects of the financial planning process. We provide recommendations and can work and coordinate with professionals you trust (CPAs, tax attorneys, estate planning attorneys, insurance agents, etc.) to ensure all parts of the plan are serving your needs.
4 Key Components to Comprehensive Planning
Wealth Transfer
We help you create a plan that allows your assets to flow to future generations as smoothly—and tax efficiently—as possible.
Wealth Enhancement
In addition to pursuing an optimal balance between risk and return, Ascension also works to minimize the impact of taxes on your total return.
Asset Protection
We help structure your accounts and assets to shield them from creditors or potential litigants. We also consult you on the types of insurance coverages that can protect your wealth.
Charitable Giving
For those who want to give to charity as part of your financial plan, we can help you structure your giving to maximize impact and tax efficiency.