Ascension Financial Strategies

www.ascensionfinancialstrategies.com

If you are a high earner the traditional financial industry was not built for you! There are plenty of financial firms that offer to help when you live in SCARCITY. There are even more when you live in (or strive for) ABUNDANCE. Who is there if you aspire to create PROSPERITY for yourself, your family, and for the generations that follow? Who is there to help if you want to become the ripple or new branch in your family tree? We believe that you cannot save your way to prosperity. At Ascension Financial Strategies, we focus on the four pillars of ascension: 1. Earn Money – How to maximize everything you have coming to you from an income benefit perspective; RSU’s, PSU’s, Deferred Compensation, ESPP’s, bonuses and whatever else is available to you as an employee or business owner. 2. Keep Money – How to strategically and proactively plan for taxes. Waiting until February to begin considering taxes is a recipe for overpayment. Yearly, quarterly, and monthly work can be done to PROACTIVELY prepare to save on taxes. 3. Grow Money – How to treat 401(k)’s, IRA’s, ROTH’s, and typical investment accounts as a vehicle instead of a destination. The outdated days of ‘buy and hold’ and 70/30 portfolios are not for you. 4. Leverage Money – How to use leverage to magnify and accelerate your wealth faster than you thought was possible. These are the concepts that the wealthy use to create familial wealth and chances are, you’ve never heard of them. For a free strategy session http://www.AscensionFinancialStrategies.com Securities and advisory services offered through Harbour Investments, Inc. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section above. Third-party posts found on this profile do not reflect the views of Harbour Investments, Inc., and have not been reviewed by Harbour Investments, Inc. as to accuracy or completeness. Registered in Arizona, Florida, Illinois, Minnesota, Tennessee, Texas, and Wisconsin.

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If you are a high earner the traditional financial industry was not built for you! There are plenty of financial firms that offer to help when you live in SCARCITY. There are even more when you live in (or strive for) ABUNDANCE. Who is there if you aspire to create PROSPERITY for yourself, your family, and for the generations that follow? Who is there to help if you want to become the ripple or new branch in your family tree? We believe that you cannot save your way to prosperity. At Ascension Financial Strategies, we focus on the four pillars of ascension: 1. Earn Money – How to maximize everything you have coming to you from an income benefit perspective; RSU’s, PSU’s, Deferred Compensation, ESPP’s, bonuses and whatever else is available to you as an employee or business owner. 2. Keep Money – How to strategically and proactively plan for taxes. Waiting until February to begin considering taxes is a recipe for overpayment. Yearly, quarterly, and monthly work can be done to PROACTIVELY prepare to save on taxes. 3. Grow Money – How to treat 401(k)’s, IRA’s, ROTH’s, and typical investment accounts as a vehicle instead of a destination. The outdated days of ‘buy and hold’ and 70/30 portfolios are not for you. 4. Leverage Money – How to use leverage to magnify and accelerate your wealth faster than you thought was possible. These are the concepts that the wealthy use to create familial wealth and chances are, you’ve never heard of them. For a free strategy session http://www.AscensionFinancialStrategies.com Securities and advisory services offered through Harbour Investments, Inc. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section above. Third-party posts found on this profile do not reflect the views of Harbour Investments, Inc., and have not been reviewed by Harbour Investments, Inc. as to accuracy or completeness. Registered in Arizona, Florida, Illinois, Minnesota, Tennessee, Texas, and Wisconsin.

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Country

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State

Arizona

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City (Headquarters)

Gilbert

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Employees

1-10

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Founded

2020

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Potential Decision Makers

  • Financial Strategist

    Email ****** @****.com
    Phone (***) ****-****

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