Ascend Wealth

Name: Ascend Wealth
Address: Roy, WA, US
Telephone: (206) 895-5656

verified

Financial Consultant in Roy

Today 08:00 AM - 05:00 PM

Roy WA

(206) 895-5656

website

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General Description

Financial literacy education with analysis and options for individuals, families, business owners, real estate investors and more. Complimentary consultation over Zoom. Tax advantaged wealth accumulation strategies. Asset protection. Qualified plan rollovers (401K, 403B, IRA). College education funds. Debt management and consolidation. Infinite banking and family banks. Life insurance. Living benefits. Estate and legacy planning. Indexed growth strategies. Roth IRA. Traditional IRA. Final expense strategies. Business owner strategies that include business continuation plans, working capital and executive bonus plans.

Business Hours

Sunday	closed
Monday	08:00 AM	05:00 PM
Tuesday	08:00 AM	05:00 PM
Wednesday	08:00 AM	05:00 PM
Thursday	08:00 AM	05:00 PM
Friday	08:00 AM	05:00 PM
Saturday	10:00 AM	01:00 PM

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