How do you develop a deep understanding of a client’s goals?

We begin by clarifying your goals and looking beyond the numbers. Our process focuses on understanding what you want your wealth to achieve for you and your family.

How do you optimize a client’s financial strategy?

Through detailed analysis, we identify efficiencies that improve your tax position and reduce unnecessary investment costs.

What does a tangible financial strategy look like?

We provide a clear, actionable path forward with specific, high-value recommendations designed to improve your financial future.

Pension Plans | Ascent Wealth Management, LLC

Pension Plans

Your Retirement Matters

Is a Pension Right for You?... If you are later in your career and need to catch up on retirement savings, a Defined Benefit plan may be the solution... Full Lifecycle Support: Whether you are looking to install a new plan or manage an existing one, we provide the expertise you need.

Need To Liquify Your Pension Plan? We Can Help.

Pensions can also be known as Defined Benefit plans and are not commonly used in today’s market. The pension plan sponsor, or your employer, oversees the investment management and guarantees a certain amount of income when you retire. Not only can we support your business in the installation or management of a pension, but we can also support your organization in the liquidation or wind down of a pension.

Income When You Retire

Pension Plans

Pension Plans

Your Retirement Matters

Need To Liquify Your Pension Plan? We Can Help.

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