Ascend Wealth
Investment Services Roy
- Place
-
Roy, WARoute
- Landline
- (206) 895-5656
- Mobile
- (603) 556-1041
- stephanieb.ascendwealth@gmail.com
- 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.
Ascend Wealth can be found at Roy in . The following is offered: Investment Services, Financial Planning, Financial Consulting - In Roy there are 2 other Investment Services. An overview can be found here.
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Investment Services, Financial Planning, Financial Consulting(206)895-5656 (206)-895-5656 +12068955656