Ascension Financial Group, LLC
Description
pulled from site's meta descriptionIndividuals and Businesses entrust their Financial Planing to Ascension Financial Group LLC because they receive experienced counsel which results in clear goals and personalized strategies.
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Categories:
- AboutUs AutoGen
- Wealth Management
- Wealth Planning
- Account Aggregation
- Electronic Storage
- Financial Planning
- Asset Management
- Investment
- Investment Advisory Services
- Portfolio review
- Asset Allocation
- CFP
- Financial Adviser
- Registered Representative
- ChFC
- Advisor Coordination
- work with your advisors
- Coaching
- Monitoring
- Wealth Transfers
- Wealth Maximization
- Estate Planning
- Estate Tax Strategies
- Retirement Planning
- IRA's
- 401(k)
- SEP's
- 403(b)'s
- Mutual Funds
- Managed Money
- Fee Based Planning
- Fee Based Money Management
- Pension Analysis
- Income Strategies
- Tax Strategies
- Gift Planning
- Philanthropic Planning
- Charitable Planning
- Roth IRA's
- Giving Strategies
- Sophisticated Strategies
- Advanced Planning
- Foundation Investments
- Endowment investments
- Maximizing Gifts
- Minimizing Taxes
- Analysing
- Evaluating
- developing
- Implementing
- Facilitating
- Reccommendations
- Establishing
- Defining
- Discovering
- Gathering Data
- Relationship Building
- Trusted Advisor
- Investment Management
- Protection
- Insurance
- Risk Assessment
- Protection Strategies
- Asset Protection Strategies
- Insurance Planning
- Life Insurance
- Long Term Care Insurance
- Disability Insurance
- Disability Income Planning
- Health Insurance
- Annuities
- Life Time Income
- Paycheck for Life
- Guaranteed Lifetime Income
- Data Storage
- Life Wealth Portfolios
- Personal Adviser
- New York Life
- Built For Times Like These
- Financial Strength
- Certified Financial Planner
- Why You should Choose a Certified Financial Planner
- Tax Diversifying your retirement income
- Tax Diversification
- Safe and Secure
- just like always
- World's Most Admired Companies
- We are built for times like these
- An Unparalleled Tradition of Financial Strength
- Mutual Insurance Company
- No Load
- Low Load
- Low expenses
- Institutional Funds
- Modern Portfolio Theory
- ETF's
- Money Managers
- Brinker
- Ibbotson Associates
- Morningstar Investment Services
- Loring Ward
- Mainstay Funds
- IAG
- Independent Portfolio Consultants
- Investor Profile
- Investing wisely
- research
- active management
- specialized knowledge
- optimize portfolios
- managed accounts
- objective and independent research
- innovative asset allocation
- access to extensive universe of mutual funds
- tailored to your needs
- simplified approach
- maximizing value
- changing needs
- dynamic investment strategies
- integration of your investments and insurance
- investment strategy
- total economic wealth
- human capital
- financial capital
- protecting your wealth
- retirees
- pre-retirees
- unique needs
- Risks
- hedging longevity risk
- covering basic expenses
- active vs passive investing
- tactical vs. strategic
- Financial concepts
- Structured Investing
- Structured Investing Approach
- Diversify Globally
- High-quality income
- Invest Internationally
- Unique Situation
- Time Horizon
- Risk Tolerance
- Liquidity need
- Constructing your portfolio
- long term goals
- Defensive Portfolio
- Behavioral Finance
- Rebalance
- Dollar Cost Averaging
- Investment Protection Plan
- dollar Cost Averaging
- Independent
- Duty of loyalty
- care and competence
- High Standard of Trust
- No hidden costs
- Fiduciary
- Education
- ongoing certification
- experience
- ethics
- CFP Board's Standards of Professional Conduct
- employee benefits
- tax planning
- theoretical and practical financial planning
- Code of Ethics
- objective
- Albuquerque
- New Mexico
- Business Planning
- benefits
- business benefits
- key man
- buy - sell
- asset protection