Ascent Financial Group, LLC

Prepare. Protect. Persevere.

At Ascent Financial, we believe that achieving your financial goals is exactly like achieving a goal of climbing to the top of a mountain.  This goal takes careful preparation.  Proper physical conditioning, understanding the planned route, the weather, expected hiking distances, water sources, survival techniques and contingencies for unexpected situations are all essential.  The same applies to your Financial Ascent. We help our clients grow their financial lives, while helping them to protect themselves financially against unforeseen circumstances such as loss of life, loss of income, and stock market decline or volatility.
 
We also understand that the descent of that climb is just as important and challenging as the Ascent.  Making the wrong choice early on or near the top can largely affect the final outcome. We help guide our clients through these decisions to help them achieve all of their goals successfully and with confidence.
 
Our Mission is simple:  to teach, coach and guide you through all phases of your climb to successfully attain your financial goals, and ultimately your life goals. 
 

Gary Benke, Ph.D, CMFC, RFC, CLTC
President
Ascent Financial Group, LLC
(Previously First Financial Planners)

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Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Federal Income Tax

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Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

Time to Revisit Risk

During volatile financial times, it is only natural to reconsider your own personal risk tolerance and review the role of risk in your portfolio.

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February 08, 2010 @ 06:15 PM

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