03/20/2026
Very thankful to have the opportunity to work with Ryan and his team at Ascend Wealth Management. It's been an honor creating videos for Ascend that deliver powerful information to those that are approaching their retirement years.
Excited for these to be shared soon! 👀
At Ascend, we have the conversations most advisors won't. Typical retirement planning approaches leave too much on the table. Missed strategies. Generic advice. Or opportunities are ignored because they don't benefit the advisor.
We built Ascend Advisor Alpha™ to be different — and made a video to prove it. Here's a taste of what we covered:
→ Why your tax goal shouldn't just be reducing this year's taxes — but minimizing your lifetime taxes.
→ Social Security isn't one-size-fits-all; it needs to be customized to your needs and goals.
→ Portfolio performance isn't about beating the market. It's about controlling what you can.
We built the Ascend Advisor Alpha™ process for people who are done guessing and want a retirement plan that's built for them. The full video is dropping soon. 🎬 Comment below, and we'll make sure you don't miss it. A huge thanks to Bryan at Winnovation Films for helping bring this vision to life. 🙌
