EXPERIENCE THE DIFFERENCE

EXPERIENCE THE DIFFERENCE

The resources of a large firm, with the personal attention of a small practice.

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ARE YOU RETIREMENT READY?

ARE YOU RETIREMENT READY?

At Ascendant Wealth Strategies, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.

Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.

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Process & Services

Process & Services

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Blog, News, & Updates

Blog, News, & Updates

Check out the latest news, updates and most recent blogs.

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4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about  important Social Security facts and what you should know as an investor.

Resources

 

Articles

 

Videos

 

Calculators

 

Presentations

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Retirement Is Right Around the Corner

In this ebook, we share some retirement considerations as you round the corner toward this exciting milestone.



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