Ascend Advisory Group LLC

Partners: Seated, left to right; Erik Thompson and Tony Reilly, Standing, left to right; Chris Bardos and Brad Gibson.

 

Welcome to Ascend Advisory Group, LLC (Ascend) and our Website.  If you are a new visitor to Ascend, we hope that you can find some information here that piques your curiosity enough to have you contact us.  If you are already an Ascend client and can not find what you are searching for, call us at the office and please let us assist you.

Ascend Advisory Group is an independent, full-service, wealth management company offering investment management and planning services to our clients.  Many of our clients are business owners, medical professionals, landowners, professional athletes and other high net-worth individuals.  Most are just great families that want assistance with the financial challenges of running a household and planning for the future.

As investment managers, we believe that traditional, passive approaches to risk management that rely solely on asset allocation fail to adequately protect principal in down markets.  Instead we use a more active, tactical asset strategy that attempts to preserve capital first, grow assets second, and then we always try to avoid the many risks that exist in our markets today.

Our wealth advisory services include retirement planning, estate planning strategies, education funding, income analysis, and executive benefits assistance.  We are focused on providing customized solutions designed and implemented according to each client's unique circumstances.

As always, we look forward to working with you.
Calculators

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Lease Interest

What's the interest rate on the lease you're considering?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Getting to Know Your Beneficiaries

Estate conservation issues may be uncomfortable to face, but there's probably no other aspect that is as simple or inexpensive as designating beneficiaries for employer-sponsored retirement plans, IRAs, and life insurance policies.

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

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