Additional information

Overview:

South County Financial Planning is dedicated to working with clients of all income levels and stages of life on an hourly, as needed basis. As a Fee-Only planner with no minimum requirements, clients and prospects can rest assured that conflicts of interest have been eliminated. We are solely compensated by our clients’ fees and do not receive any third party payments or commissions. This allows us to place our client’s interests ahead of our own.
Our mission is to assist our clients in coordinating their finances with their life goals. We accomplish this through carefully listening. Over the years, we have found that not everyone can afford to have a Comprehensive Financial Plan prepared for them. In these cases, we objectively help our clients identify what their most pressing needs are, prioritize those needs and attend to the most pressing first. As the client relationship continues, remaining issues are tackled including new issues that may arise.

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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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