- Tax PlanningIf part of your wealth-building strategy does not involve end-of-year tax planning, we are here as trusted financial advisors (aka: your personal CFO) to offer a golden nugget of advice. Discuss tax loss harvesting with your financial advisor.
- Charitable GivingPhilanthropy can be personally fulfilling as well as assist you in limiting your tax liabilities. Participating in the community and giving to your favorite charity can feel rewarding on many levels. If you intend to donate funds, clothes, or goods, do so before the year ends, so you can include your donations in this year’s tax write-offs for charitable contributions
- Income TaxWith possible income tax changes coming in the near future that will impact high net worth individuals, our team’s #1 priority is protecting your investment principal using smart tax strategies. We look at all aspects of your financial situation to ensure that any changes are done with care so that any taxation is as minimal as possible.
- Capital Gains TaxesIf you’re like most people, your income will be taxed at a higher rate than your capital gains. Certain capital gains are also taxed at a lower rate than others. For example, long-term capital gains (tax applied to assets held more than a year) are generally taxed at 15%- 20% depending on your income. Short-term capital gains (tax applied to assets held less than 12 months) are generally taxed at the same rate as your ordinary income.
- Investment ManagementWe take great pride in offering to provide you and your family with services that are above and beyond just investment management. Our team is here to help serve as your personal CFO, helping guide you through life’s ups and downs, market condition changes, and any other situation that can be life-changing. You can count on us to be there when you need us.
- Wealth ManagementWe help high-net-worth individuals align their wealth management choices with their goals for the future, no matter how complex. We specialize in helping you make sense of your money.
- Accounting Services
- Financial PlanningYour life is complex - you need more than just a cookie cutter financial plan. At Ascendant Financial Solutions, Inc., we believe getting to know you, your goals, and your passions is an essential step in the financial planning process.
- Retirement PlanningRetirement planning involves many different gathered financial disciplines. But when these disciplines are put together, a roadmap for post-work life will appear. And it’s not something to be put off – even young people in their 20s employed for the first time should understand the key features of retirement planning.
- Asset ManagementThe funds raised from the investments that were sold are invested into a different security within your asset-allocation strategy.
- College FundingA 529 plan is a useful way for parents and other family members to help pay for a child’s education. They can also be used as estate planning tools for grandparents who want to help their grandchildren with a college savings plan.