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:

We are a full-service independent Tax & Financial Planning firm committed to helping people pursue their financial goals.

We offer a wide range of financial products and services to individuals and small business owners. By providing sound financial information, we believe you will be better able to identify your goals and make sound decisions to reach them.
When 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:

   Cash Flow Analysis - Budgeting
   Tax Management
   Investment Management
   Retirement Strategies
   Education Planning
   Estate Conservation
   Insurance and Annuity Products

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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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