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Ascend Planning & Consulting, LLC
       
 
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Ascend Planning & Consulting, LLC
 
 
Overview: 

Welcome to Ascend Planning & Consulting, LLC

Ascend Planning & Consulting, LLC combines years of experience in wealth and risk management for individuals and business and benefit planning for businesses and professional practices.

Allow us to bring our experience and innovative financial strategies to you and your business.

Why Ascend Planning & Consulting, LLC:

From its inception, Ascend Planning & Consulting, LLC’s mission has been to help our clients navigate through the constantly changing, complex financial world. Our advisors strive to provide you with resources and education paired with the highest level of personal service, while meticulously focusing on the details of your planning.

Our difference is in our team.

Ascend Planning & Consulting, LLC is comprised of a group of top financial advisors who are registered representatives of one of the nation’s largest and financially strong financial companies, AXA Advisors, LLC. Under the direction of our founders, Tom Natoli and Mark Swartz, we have assembled a highly sophisticated and knowledgeable group of advisors to help you with all of your business and personal planning needs.

Ascend Planning & Consulting, LLC has many credentialed professionals supporting our mission.

Our professionals have many industry recognized credentials.  From the CFP® credential, the industry’s gold standard of excellence for competent and ethical financial planning, to the Accredited Investment Fiduciary (AIF®), it will be clear that the Ascend Planning & Consulting, LLC team brings a wealth of industry knowledge and experience.

We can act as co-fiduciaries.

Several of the advisors with Ascend Planning & Consulting, LLC are ready to serve as a fiduciary to your employer sponsored retirement plan. We act in the best interests of our clients and are backed by AXA — which may limit your fiscal responsibility and liability from Department of Labor (DOL) audits and subsequent fines.

We believe education is an essential ingredient to planning.

At Ascend Planning & Consulting, LLC, we are dedicated to educating our clients and keeping them abreast of the ever-changing financial world. To accomplish this, we believe in continued education for our financial team of advisors, so that they may offer you the best advice and support to help you achieve your short- and long-term goals.

You will hear from us — consistently.

At Ascend Planning & Consulting, LLC, we believe in consistently evaluating our client’s financial needs to make sure they are getting the most value from our service. We also believe in reaching out regularly to make sure you are getting the service and attention you deserve.

Making Complex Financial Decisions Easier.    

Allow us to simplify your life when it comes to risk management, investment management, personal financial planning and business planning and benefits.  After all…..we have been…

Enhancing Financial Decision Making for over 30 years℠


 
 
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