Our Services
At Ascendor Wealth, LLC, we provide expert assistance in the following areas:
Investments
- Stocks
- Bonds
- Mutual Funds
- ETFs
- Asset Allocation
- 529 College Savings
- Alternative Assets
- Private Equity
- Promissory Notes
- LLCs and Family Owned Entities
Insurance
- Life Insurance
- Long-Term Care Insurance
- Fixed Annuities
- Indexed Annuities
- Individual Health Insurance
- Group Health Insurance
- Disability Income Insurance
Cash Management
- Budget
- Cash Flow Projections
- Credit Cards
- Financing
- Major Purchases
- Savings
- Goal Setting
- Financial Priorities
- Money Market
Retirement
- 401k
- 403b
- Defined Benefit Pension
- SEP IRA
- SIMPLE IRA
- Traditional IRA
- Roth IRA
- Self-Directed IRA
- Social Security Optimization
Tax Planning
- Income Tax
- Estate Tax
- Gift Tax
- Corporate Tax
- Self-Employment Tax
- Capital Gains Tax
- Foreign Tax
Estate Planning
- Wills
- Trusts
- Power of Attorney
- Inherited IRAs
- Family Assets
- Beneficiary Designation
- Guardianship
- Living Will/Advance Directive
- Asset Protection
- Privacy