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Welcome to Ascend Financial
  • Are you concerned about important financial decisions  and wondering where to go for objective guidance?
  • Would you like to replace the worry of unresolved financial issues with peace of mind?
  • Do you want someone to sit on your side of the table and trust that they are always looking after your best interests, rather than maximizing their commission?

peace 
: a state of tranquility or quiet
: freedom from disquieting or oppressive thoughts or emotions
  (Merriam- Webster Dictionary)

    Most folks aren't looking for fancy reports or elaborate financial terms to provide peace of mind.  We seek meaningful conversations with clients - to understand and address the the unique financial issues you face in life. Whether you want to review your overall financial situation, or discuss specific issues of immediate concern, our mission and passion is to equip and empower you with personalized and objective counsel which enhances your financial peace of mind.

    Yes, our approach is different. We hope you find it to be a breath of fresh air. If so, we hope you’ll schedule a FREE introductory Get Acquainted meeting.