Our 4-Step Comprehensive Planning Process
The Ascend360TM Planning Process could help you build 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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Here’s what the industry is saying about W.A. Smith Financial Group
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