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

Required Minimum Distributions

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

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Lease Interest

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

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Newsletters

Protect Your Business with a Disaster Readiness Plan

Most people think of hurricanes, tornados, and earthquakes as events that could seriously affect the operations of a business and result in shortages of goods and materials. But even a fire or a flood in the warehouse can cause operations to come to a grinding halt. By one estimate, one-quarter of businesses never reopen after a major calamity.

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.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

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