We Implement Strategies that work.

Financial Services

Ascension Unlimited helps you put your hard-earned money to work. We utilize easy to follow financial planning and wealth management solutions that will put you on the right track for success. 

We conduct a financial needs analysis with all of our clients. This is how we get to know you and your specific needs and goals. This analysis addresses six major areas:

FINANCIAL NEEDS

  • Earn Additional Income

    Manage Expenses

  • Preparing for your children’s future.

  • Save three (3) to six (6) months of income

    Prepare for unexpected expenses

  • Protect against loss of income

    Protect family assets

  • Strive to outspace inflation & reduce taxes

    Professional money manageme

  • Reduce taxation

    Build a family legacy

We will focus on the areas that are important to you to develop a practical financial roadmap that will lead to the successful completion of your goals.

Our Financial Professionals give you the power of choice. Our agency works with over 100 A+ companies that allow us to provide our clients with the best solutions available.

Here’s our financial menu:

  • 401(k) and IRA rollovers

  • Life Insurance

  • Long Term Care

  • College Plans

  • Indexed Universal Life

  • Fixed Indexed Annuities

  • Executive Bonus Plans

  • Legacy & Retirement Planning

  • Wills & Living Trusts and much more.