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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