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Welcome to ASCEND FINANCIAL! 


Helping those who have been blessed financially to give strategically.
  • Do you consider giving one of the most rewarding aspects of your wealth?
  • Are you concerned about whether your charitable giving is making an impact?
  • Does your Financial Plan include charitable giving?
  • Would you like to work with an independent and objective professional who can educate you about tax-smart charitable giving options?
 
Our approach is simple: We apply financial strategies with wisdom and care.  Strategies are customized just for you and the people and causes you care about most – for your lifetime and your legacy.
  


You can take a tax deduction by giving cash to a charity, but that may not be the best way to make a donation. While your charitable donations are motivated by your passion for the causes that you donate to, we will ensure that you take advantage of the best tax planning and financial planning strategies. Reviewing your financial plan as a whole, we help determine what makes the most sense for you and your family.

We help you decide what’s most important to you and how to best leverage your giving.

Our Mission
INSPIRE and EMPOWER
 Your
PURPOSE, PASSION and POTENTIAL

Through
Intentional Living and Giving 




"The place God calls you to is the place where your deep gladness and the world’s deep hunger meet.”
– Frederick Buechner