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Foundation Advisors, LLC

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Foundation Advisors, LLC

Mission statement:

“assist our client in achieving the goals and objectives that are most important to them by integrating all areas of planning including financial, insurance, tax and legal strategies. We assist them in gaining clarity in a financial world of increasing complexity by serving as our client’s “Personal CFO.”

Overview:

Our Services:
Portfolio Investment Management – we design a portfolio unique to your circumstances in order to match your investment goals with your investment tools.

Retirement Portfolio Tax Management – often your largest tax liability, we evaluate your options for tax-free distribution strategies.

Retirement Income Management – provide you guaranteed income that increases over time while protecting your principal.

Annual Income Tax Management – initial and ongoing evaluation of income tax return to ensure you are taking advantage of all opportunities to reduce your annual tax liability.

Estate Distribution Planning – strategies that help you structure a meaningful distribution of your assets in the manner you desire.

Legacy Planning – we assist you in developing a legacy for your family (or charities) that supports your value system in a positive and meaningful way

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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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