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Southpointe Financial Services

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Southpointe Financial Services

Overview:

Good planning is an ongoing process. You can not design and implement a plan today, stick it in the drawer and forget about it. Times change, tax laws change and so do families and their objectives.

As a Financial Planning services provider we concentrate in the following:

Individual
Education Planning
Retirement Planning & Investing
Changes in 401(k)'s & IRA's
Insurance Analysis
Competitive Life, Disability Income and
Long-Term Care Insurance Products
Brokered CD's
Annuities

Asset Management
Professionally Managed Portfolios[through our
affiliation with Cetera Advisors Network]
Quarterly Reviews & Monitoring

Business
Risk Management
Establishment of Employee 401(k)'s
Pension & Profit Sharing Plans
Deferred Compensation Plans
Exit Strategies & Succession

Perhaps all of these areas need to be reviewed or addressed. More often than not there will be priorities requiring immediate attention and the other items will keep for another day.

In fact, one of the benefits of our comprehensive planning and multiple meetings approach is to help you prioritize your needs. Ideally, you become the architect of your planning and we help put the building blocks in place one by one. There are always alternatives to financial planning and implementing financial products. Our job is to identify the alternatives and let you choose the best fit.

Formerly known as: Southpointe

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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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