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LifePath Financial

Mission statement:

LifePath Financial is dedicated to helping everyday Americans realize their life dreams by finding the best paths to reach their financial goals.

Overview:

Whether your life goals are starting a new business, putting the kids through college or retiring comfortably with peace of mind, LifePath Financial will help you find the best financial path to reach your life goals by working closely with you.

LifePath Financial’s goal is to provide sound, objective, independent advice to you on either a specific goal (I’d like to save up enough to take 6 months off from work and hike the Appalachian Trail) or as a comprehensive plan (my stocks are worth half of what they were, the kids are getting ready for college, our parents need our financial assistance, and we’re supposed to be saving for retirement – help!).

LifePath Financial specializes in understanding your life dreams and goals and mapping out a path to reach those goals, amid the ups and downs of a volatile economy.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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