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Counsel Financial, Inc.
       
 
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Counsel Financial, Inc.
 
 
Overview: 

Counsel Financial, Inc. has been serving clients needs for over 20 years. Our team believes that clients are to be extraordinarily served – period. We keep our focus on the client and stay in touch with the changing needs and expectations of today’s investors.

Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets.

That is where Counsel Financial, Inc. can help. We offer a variety of services that help clients manage risk, prepare for retirement, preserve wealth and save taxes. We also offer a complete financial and estate planning program. This unique process is called the Premier Plan Program.

The Premier Plan Program is designed to thoroughly coordinate a client’s financial and estate plan. This process is designed to provide seamless integration of a client’s estate in order to help meet life goals, retirement goals, and to protect the estate from taxes so the client’s legacy lives on.

Whether you would like purchase an IRA, open a college savings plan for you children or need complete financial and estate plan coordination, Counsel Financial, Inc. has the experience and expertise to help you.


Here are some of our offerings:

Services
The Premier Plan Program
Exclusive Premier Elite Membership
Financial Planning
Estate Planning
Retirement Planning
Tax Preparation
Retirement Distribution Planning
College Planning
Portfolio Management

Anticipatory Asset Allocation™

Products
Fixed, Immediate, Indexed & Variable Annuities
529 College Savings Plans
SEP-IRA, Roth and Traditional IRAs
Stretch IRAs
401(k) & Profit Sharing Plans
403(b) Services and Analysis
Retirement plan rollovers
Mutual Funds
Stocks & Bonds
Unit Investment Trusts

Insurance
Comprehensive Life Insurance Needs Analysis
Life Insurance
Pre-Tax Life Insurance
Disability Insurance
Long Term Care Insurance
Toll Free:  +1 800 327 9039


 
 
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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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