Professional Advice on Your Financial Health, When You Need It
Ascend Financial Planning, LLC is a financial planning and South Carolina Registered Investment Advisory firm located in Columbia, South Carolina in Lexington County. We help single investors, families, retirees, professionals, executives and small business owners cost-effectively plan for their financial future.
Transparent Services, Pricing & Fees
Our unique approach provides highly personalized and customized service on an hourly, as-needed basis. We do not take your assets under management. We do, however, provide you with easy-to-execute plans that serve as the foundation for your important life goals.
In addition, we offer ongoing support and monitoring of these plans via “financial checkups” to enhance the probability of success.
The result? This flexible and personalized approach provides you the peace of mind you are looking for when considering your financial future.
Your Trusted Partner in Navigating Life’s Important Financial Decisions
Ascend Financial Planning, LLC understands how market volatility and uncertainty can fuel emotions and behavior that undermine your long-term financial performance. We keep you focused and calm in periods of market distress. Ongoing financial check–ups enable us to monitor your portfolio and rebalance your asset classes to maintain your customized target allocation. Research shows that periodic, strategic rebalancing improves long-run returns.
Our goal is not to control your money. We want to give you the information and services that will allow you to gain control over your financial future.