Ascend Wealth
Investment Services Roy
- Place
-
Roy, WARoute
- Landline
- (206) 895-5656
- Mobile
- (603) 556-1041
- [email protected]
- Website
- ascendwealth.info
Description
Financial literacy education with analysis and options for individuals, families, business owners, real estate investors and more. Complimentary consultation over Zoom. Tax advantaged wealth accumulation strategies. Asset protection. Qualified plan rollovers (401K, 403B, IRA). College education funds. Debt management and consolidation. Infinite banking and family banks. Life insurance. Living benefits. Estate and legacy planning. Indexed growth strategies. Roth IRA. Traditional IRA. Final expense strategies. Business owner strategies that include business continuation plans, working capital and executive bonus plans.
Reviews
This listing was not reviewed yet:
Opening hours
Categories
Investment Services, Financial Planning, Financial Consulting(206)895-5656 (206)-895-5656 +12068955656