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The Speakman Financial Group

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The Speakman Financial Group

Profile:

At The Speakman Financial Group, we provide assistance in the following areas:
Investments

   * Educational IRA
   * Traditional IRA
   * Roth IRA
   * SEP IRA
   * Simple IRA
   * Variable Annuities
   * Mutual Funds
   * Asset Allocation
   * Brokerage Accounts
   * Portfolio Optimization
   * Quarterly Rebalancing
   * Annual Reallocation
Financial Planning

   * Retirement Planning
   * Tax Planning
   * 401(k) Planning
   * 401(b) Planning
   * College Plans
   * Section 529
   * Estate Planning
   * TSA(403b)

Overview:

The Speakman Financial Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will 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.

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. We are a relationship oriented financial servics firm dedicated to helping clients achieve long-term financial peace of mind.

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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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