Additional information

Mission statement:

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services and products to help you reach your goals.

Overview:

Dealing with your financial future can sometimes seem intimidating because of the complexity of the issues involved. It's enough to make your head spin! Because of this, you need to deal with professionals who know their business - people who not only enjoy what they do, but take pride in doing it well.
Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Insurance & Financial Services

Personal Retirement Program

Life, Health & Disability Income Insurance

Buy and Sell Agreement Funding

Split Dollar Life Insurance

Key Person Life Insurance

Financial Needs Analysis

Estate Cost Analysis

Financial Profiles

Employee Benefits

Defined Benefit Pension Plans

Pension-Profit Sharing Plans

401(k) & 403(b) Retirement Plans

Group Insurance

Selective Executive Retirement Plans

Executive Bonus Plans

Salary Continuation Plans

Benefit Analysis & Communications

Simplified Employee Pension

Investments*

Mutual Funds

Money Market Funds

Tax-Free Municipal Bonds

Managed Accounts

General Securities Trading

IRA- Rollover Accounts

Annuities

Our financial associates and support staff are people who have built their success in a very personal way. Their commitment to their clients and their community truly make them individuals who enrich the lives of the people they touch. We think you'll agree.

In addition, our associates are thoroughly familiar with complex issues such as asset management*, business succession planning, estate planning, investments*, pensions, and other financial instruments.

We look forward to getting to know you and helping you take charge of your future!

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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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