Our 4-Step Comprehensive Planning Process
The Ascend360TM Planning Process could help you build financial peace of mind through a comprehensive financial plan that addresses 5 key areas: income planning, investment strategy, tax reduction, legacy planning, and healthcare solutions.
Who is the Ascend360™ process right for?
Our process was designed to help nice individuals or business owners who:
- Have established themselves financially
- Desire a more comprehensive planning approach
- Want all the financial pieces of the puzzle to fit together cohesively
- Are asking questions like:
Will he/she be OK when I die?
Will I have to give things up?
Will my business succession plan work?
How do I create tax-efficient cash flow in retirement?
Do I have the appropriate amount of risk exposure with my investments?
How do I know when I've saved enough to retire?
Can I save more money annually on my taxes?
Is my current financial plan as efficient as it could be?
How does it work? The Ascend360TM Planning Process
Step 1: Discover
Step 2: Analyze
Step 3: Implement
Step 4: Evolve
Want to know more about how our 4-step process could help you? Click the button below and learn more today!
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Award-Winning for Five Consecutive Years W.A. Smith Financial Group
Accolades through Crain’s Cleveland Business, Financial Advisor Magazine, and Inc. 5000 are awards that W.A. Smith Financial Group qualified for and are purchased placements.