Tax planning, legacy planning and asset protection for business owners.
What is Ascentia? Quite Simply: A Unified Approach. Unfortunately, the financial services industry, legal system and ever changing tax code use hard to understand language and can be difficult to navigate successfully. The ability to get the best counseling and a comprehensive solution for all aspects of your financial life under the same defined plan is often difficult. Often, clients are given recommendations and misdirected by others, then left on their own to manage the labyrinth of financial information required to execute the plan. For fifteen years I have been a business and financial consultant for several private firms to hundreds of regional entrepreneurs and small businesses. After specifically being involved with commercial development and operations, real estate investing, coaching and education circuit for seven years, I discovered a lack of emphasis on proper guidance and planning for the small business owner and entrepreneurial-minded individuals. I wanted to create a hub of resources for this under-served demographic. We pioneered the Ascentia mission by working with partnered lawyers, CPA, estate planners, tax attorneys and financial advisors over ten years ago. Ascentia was born out of its current ownership and partners in 2009. Ascentia Financial Engineering is dedicated to one goal: The fulfillment of our clients’ long-term financial success. We provide first class planning solutions and client support where others fall short. We empower business owners to manage financial risk, generate cash flow and accelerate growth. Our mission is to outfit clients with the tools and strategies for advanced tax planning, time proven asset protection and a foundation for life legacy planning. With our comprehensive suite of tools, you will realize countless advantages: Take legitimate deductible expenses, benefit from proven asset protection strategies, accumulate wealth in unique and powerful ways, protect your assets from unexpected depletion and maximize tax-deductible expenses via benefit plans and advanced mitigation tools. Allow us to help you invest in yourself. We provide free consultations and free tax look backs to see if our services can help your business grow. We might be a one valuable resource you are missing.
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