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.

Opening Times

Mon

08:00AM - 05:00PM

Tue

08:00AM - 05:00PM

Wed

08:00AM - 05:00PM

Thu

08:00AM - 05:00PM

Fri

08:00AM - 05:00PM

Sat

10:00AM - 01:00PM

Email Addresses

stephanieb.ascendwealth@gmail.com

Phone Numbers

Main

(206) 895-5656

Mobile

(603) 556-1041

Services:
Free Consultations, Retirement Planning, Help Avoid Probate, Legacy Planning, Financial Literacy Education, College Funds, Licensed Financial Professional, Virtual appointments, Debt management, Financial advisement

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