Retirement & Protection Planning : Ascension Financial Group, Inc.

Retirement & Protection Planning

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Retirement & Protection Planning

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Financial Architecture

We utilize a “Blueprint” in our retirement planning process.  We call it Financial Architecture.  Financial Architecture offers a visual representation of the structure of planning.

  • The foundation represents the risk areas that should be addressed to protect  your  financial structure
  • Different rooms are used to represent tax diversification of assets
  • The floors represent varying risk levels of investments
  • The roof represents topping off the plan with estate and legacy planning

Following this blueprint allows us to cover all aspects of planning in the appropriate order.