About Ascend financial group
Ascend Financial Group: Simplifying and Enhancing Your Financial Life
Ascend Financial Group is a holistic financial planning firm that aims to simplify and enhance your financial life. With offices in Minneapolis and Fargo, ND, we offer a range of services including short-term and long-term investments, insurance, risk management, and wealth management services on an annual basis.
Our team of experienced professionals understands that every individual has unique financial goals. That's why we take the time to understand your specific needs before creating a customized plan that aligns with your objectives. We believe in building long-lasting relationships with our clients based on trust, transparency, and integrity.
Investment Services
At Ascend Financial Group, we offer investment services designed to help you achieve your short-term and long-term financial goals. Our investment strategies are tailored to meet the unique needs of each client. We provide access to a wide range of investment options including stocks, bonds, mutual funds, exchange-traded funds (ETFs), annuities as well as alternative investments such as real estate.
Insurance Services
We understand the importance of protecting what matters most to you - your family's future. That's why we offer comprehensive insurance solutions designed to safeguard against unexpected events such as disability or death. Our insurance products include life insurance policies for individuals or groups; disability income protection plans; health care coverage options like Medicare supplements or long term care policies.
Risk Management Services
At Ascend Financial Group we believe in managing risks proactively rather than reactively. Our risk management services are designed to identify potential risks before they become problems so that you can focus on achieving your goals without worrying about unforeseen circumstances derailing them.
Wealth Management Services
Our wealth management services are designed for high net worth individuals who require sophisticated strategies for managing their assets effectively over time while minimizing taxes paid on those assets at death or during lifetime transfers through gifting programs like trusts or charitable foundations.
Why Choose Ascend Financial Group?
At Ascend Financial Group, we believe in providing our clients with the highest level of service possible. Our team of experienced professionals is dedicated to helping you achieve your financial goals by providing customized solutions that are tailored to meet your unique needs. We pride ourselves on being transparent, honest, and trustworthy in all our dealings with clients.
We understand that financial planning can be complex and overwhelming at times. That's why we take a holistic approach to financial planning - looking at all aspects of your life including income, expenses, assets, liabilities as well as future goals and aspirations - to create a comprehensive plan that aligns with your objectives.
Our commitment to excellence has earned us a reputation as one of the leading financial planning firms in Minneapolis and Fargo ND. We are proud of the relationships we have built with our clients over the years and look forward to continuing this tradition for many more years to come.
In conclusion
If you're looking for a trusted partner who can help simplify and enhance your financial life, look no further than Ascend Financial Group. With our comprehensive range of services designed specifically for individuals like you who want peace-of-mind when it comes managing their finances effectively over time while minimizing taxes paid on those assets at death or during lifetime transfers through gifting programs like trusts or charitable foundations; there's no better choice than Ascend Financial Group!