Question 1

What does Ascend Financial Group do?

Accepted Answer

Ascend Financial Group provides integrated retirement, tax, and estate planning for pre-retirees and retirees who want coordinated financial decision-making.

Question 2

How much do your services cost?

Accepted Answer

Investment management is typically billed at 0.75% to 1.25% annually. One-time planning engagements generally range from $500 to $5,000. Some strategy implementation services have no direct out-of-pocket fee and are compensated through financial institutions.

Question 3

Do you offer Roth conversion planning?

Accepted Answer

Yes. Ascend Financial Group provides Roth conversion strategy analysis focused on tax timing, projected long-term tax exposure, and coordinated retirement planning.

Question 4

Who do you typically work with?

Accepted Answer

The firm primarily works with pre-retirees and retirees who want help coordinating retirement income, tax strategies, investment decisions, and estate planning.

Question 5

Do you only help clients in Allen, Texas?

Accepted Answer

No. The home office is in Allen, Texas, and the firm serves clients throughout the Dallas-Fort Worth Metroplex, including Plano, McKinney, Frisco, Prosper, Dallas, Richardson, Garland, Irving, Fort Worth, Arlington, and surrounding cities.

Question 6

What types of planning do you provide besides investments?

Accepted Answer

In addition to investment services, Ascend Financial Group provides retirement planning, Roth conversion strategies, complex tax strategies, estate and legacy planning, and capital gains planning.

Question 7

What are your business hours?

Accepted Answer

Ascend Financial Group is open Monday through Friday from 8:00 AM to 5:00 PM.

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