Comprehensive Planning

life-planningIt Can be Done……

Ascent Capital Management prides itself on the broad range of customized financial investing and life planning services that it has been delivering to clients for over a decade. Whether your goal is to simplify your portfolio or to establish a more comprehensive financial plan that encompasses long term goals, it can be done.

The decision of when and how to retire is difficult emotionally and financially. We are here to guide you through the process.

Comprehensive life planning:

  • Retirement preparation
  • Integrated Financial Planning and Investment Advice
  • Simplify and consolidate existing accounts
  • Estate planning
  • Funding of educational plans
  • Integrated accounting services available to all clients 

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