Ascend Planning & Consulting, LLC

Ascend Planning & Consulting, LLC Enhancing Financial Decision Making They are not intended, and should not be relied upon, as insurance, investment or financial advice.

NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or

solicitation of any kind. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title

Ascend Planning & Consulting, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. CA Insurance License #0778774


Important Information & Disclosures: http://bit.ly/2f98X9d

Retirement looks different for everyone. For some, it means traveling more. For others, it's spending time with family, ...
09/01/2026

Retirement looks different for everyone.

For some, it means traveling more. For others, it's spending time with family, pursuing hobbies, volunteering, or simply enjoying the freedom to focus on what matters most.

Whatever your vision for retirement may be, having a thoughtful financial plan can help turn those goals into reality.

It's never too early or too late to start planning for the future you want. Reach out to us today to begin planning.

☎️ 888-660-4300
📩 [email protected]
➡️ https://ascendplanning.com/wealth-strategies/retirement-planning/






Football season is here, and just like in the sport, our team at Ascend Planning & Consulting acts as your financial qua...
08/27/2026

Football season is here, and just like in the sport, our team at Ascend Planning & Consulting acts as your financial quarterback.

We partner with your other professionals to provide the best experience and offer a collaborative client process.

Reach out to us today or head to our website to learn more about our collaborative process that makes us difference.

☎️ 888-660-4300
📧 [email protected]
➡️https://ascendplanning.com/about/





Life is unpredictable, but your financial security shouldn't be. Our team at Ascend Planning & Consulting, LLC can revie...
08/25/2026

Life is unpredictable, but your financial security shouldn't be.

Our team at Ascend Planning & Consulting, LLC can review your current insurance portfolio to make sure you, your family, and your assets are fully protected against the unexpected.

Reach out today for a complimentary, no-obligation analysis. Click the link below to get started.

☎️ 888-660-4300
📧 [email protected]
➡️https://ascendplanning.com/wealth-strategies/insurance-review-analysis/





Student loan debt in the U.S. has reached a staggering $1.83 trillion and an average graduate in 2026 will have to repay...
08/20/2026

Student loan debt in the U.S. has reached a staggering $1.83 trillion and an average graduate in 2026 will have to repay $43,333.

via educationdata.org/student-loan-debt-statistics

Although we can’t do anything to stop the price of college from continuing to increase, we can help you build a solid plan to finance your children’s education.

Work with us today and understand the options you have to help send your loved ones to college.

☎️ 888-660-4300
📧 [email protected]
➡️https://ascendplanning.com/wealth-strategies/education-funding/





Our team at Ascend Planning & Consulting, LLC utilizes their experience and knowledge to collaborate on the best plan fo...
08/18/2026

Our team at Ascend Planning & Consulting, LLC utilizes their experience and knowledge to collaborate on the best plan for you.

Learn more about the Ascend Planning difference on our website and contact us today to get started on your financial journey.

☎️ 888-660-4300
📧 [email protected]
➡️https://ascendplanning.com/about/





You could be making these common mistakes when planning for retirement:- Lack of Strategy- Frequent Trading- Underutiliz...
08/13/2026

You could be making these common mistakes when planning for retirement:

- Lack of Strategy
- Frequent Trading
- Underutilizing Tax-Deferred Savings

It is essential to seek professional advice, educate oneself about retirement planning, and regularly review and adjust your retirement strategy as circumstances change.

At Ascend Planning & Consulting, LLC we help answer all of your retirement planning questions and set you on the right track. Read more about how these mistakes can impact your retirement and reach out to our team on our website.

☎️ 888-660-4300
📧 [email protected]
➡️https://ascendplanning.com/financial-planning/common-mistakes-in-retirement-planning/



Even if you're a fiduciary (trustee) of your company’s retirement plan and have never had a complaint from any of your e...
08/11/2026

Even if you're a fiduciary (trustee) of your company’s retirement plan and have never had a complaint from any of your employees, that doesn't mean you've dispensed of all of your responsibilities.

Check out our blog to read about what parts of your plan should be regularly benchmarked and reach out to us today to ensure you're meeting your fiduciary responsibilities.

☎️ 888-660-4300
📧 [email protected]
➡️https://ascendplanning.com/resources/questions-every-retirement-plan-trustee-should-ask-themselves/





At Ascend Planning & Consulting, LLC we take a proactive approach to making the most with your hard earned dollars.We of...
08/06/2026

At Ascend Planning & Consulting, LLC we take a proactive approach to making the most with your hard earned dollars.

We offer a variety of Wealth Strategy Services to help you enjoy today while planning for the future.

Take a look at all of our services on our website and contact us to get started with us today.

☎️ 888-660-4300
📧 [email protected]
➡️https://ascendplanning.com/wealth-strategies/





The return to the classroom brings an entirely new set of line items to the family budget, including sports gear, club f...
08/04/2026

The return to the classroom brings an entirely new set of line items to the family budget, including sports gear, club fees, and tuition deadlines. If navigating this season feels like a series of financial surprises, it might be time to move from a reactive budget to a proactive plan.

At Ascend Planning & Consulting, we help families build comprehensive, adaptable financial strategies that absorb these busy seasons without disrupting your long-term wealth goals. Let’s build a plan that grows alongside your family.

☎️ 888-660-4300
📧 [email protected]
➡️https://ascendplanning.com/wealth-strategies/financial-planning/





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3141 Fairview Park Drive Suite 250
Falls Church, VA
22042

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