Additional information

Overview:

It is our mission do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. We believe that the education of clients to understand their current financial situation is vital to the success of making prudent decisions co cerning their future financial condition. We also understand that life brings many changes result in the need to re-evaluate your financial plans?

We are committed to working with you through the many seasons of your lifetime to continually understand your goals and maintain a solid financial footing.

Tax Planning & Preparation:

   Individual Tax Planning and Preparation
   Corporate Tax Planning and Preparation
   Business Start Up, Counsel, and Corporate Tax
   Small Business Accounting
   Income, Gift, and Estate Tax Preparation

Financial Planning:

   Wealth & Estate Management
   Retirement Plans
   Tax Plans
   401 (k) Planning
   403 (b) Planning
   College Plans
   Estate plans

Financial Investing:

   Bonds
   Common Stock
   Educational IRA
   Brokerage Accounts
   IRA : Traditional, Roth IRA, SEP IRA , Simple IRA
   Treasury Bills & Treasury Notes
   Annuities

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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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