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Growing Your Business Through Building Futures

The success of every business is based on the strength of the team. Ascent brings our team to the table to provide custom retirement plan solutions to help your employees and business thrive. We take the complexity of financial planning out of the mix to provide simple, concise programs to help attract and retain top-notch employees.

How We Work

  • 401(k), 403(b) and 457(b) design and implementation

  • SEP, SIMPLE and Solo 401(k) plans
  • Defined benefit plan design and implementation
  • Group health insurance benefits to include medical, dental and vision insurance

  • Group life and disability coverage
Transparent<br/>fees

Transparent
fees

No hidden fees. You’ll always have clear pricing with level fees.

Clear<br/>communication

Clear
communication

We provide concise detail with the plan options chosen for you – and we personally walk you through the details.

Concise &#38;<br/>compliant portfolio

Concise &
compliant portfolio

You’ll have all of your fiduciary documents in one, easy-to-access place and will continually work with you to ensure compliance.