Ascend Wealth
Main:
(206) 895-5656
Mobile: (603) 556-1041
Mobile: (603) 556-1041
Roy, Washington, 98580
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
| Saturday | 10:00am to 1:00pm |
Note: Additional times available by appointment.
About us
Financial literacy education with analysis and options for individuals, families, business owners, real estate investors and more. Complimentary consultation over Zoom. Tax advantaged wealth accumulation strategies. Asset protection. Qualified plan rollovers (401K, 403B, IRA). College education funds. Debt management and consolidation. Infinite banking and family banks. Life insurance. Living benefits. Estate and legacy planning. Indexed growth strategies. Roth IRA. Traditional IRA. Final expense strategies. Business owner strategies that include business continuation plans, working capital and executive bonus plans.
| Tags | Financial advisor, Savings, Retirement, 401k, Roth IRA, IRA, College fund, Generational wealth, Family bank, Infinite banking, High cash value account, Debt, Debt management, Tax free, Risk free, Tax advantage, 403b, TSP, Stock market, Roll Over |
| Services | Free Consultations, Retirement Planning, Help Avoid Probate, Legacy Planning, Financial Literacy Education, College Funds, Licensed Financial Professional, Debt management, Financial advisement |