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Prudence Financial, Inc.

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Prudence Financial, Inc.

Overview:

At Prudence Financial we take pride in helping our clients by being the architect of a tailored financial plan that fits their unique needs, concerns, and goals.
Simplicity is our motto, we work smartly, and with diligence to make our clients lives simpler. We help our clients enjoy a sense of freedom by helping them make smart choices about their money by designing comprehensive financial plans that are meaningful and useful to them.
Our financial plans are comprehensive and address the areas of:
Insurance/ Risk management
Investments/Portfolio Design
Retirement Planning
College Funding
Estate Planning
Budgeting/Cash Flow Management
Long Term Care/ Elder Care Planning

Vision:

Prudence Financial is committed to providing prudent, disciplined, and systematic approaches to the financial planning process.
If you are interested in establishing a secure financial foundation for yourself and your loved ones, then we are the firm for you.
As a client of our firm, you will receive dedicated professional attention to your financial needs and concerns. We are there to help you reach your personal financial planning goals in the most caring, effective, and efficient manner possible.

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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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