Ascend Planning & Consulting, LLC

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Falls Church, VA
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

06/09/2026

At Ascend Planning & Consulting, we provide a strategic financial planning approach and extensive experience with personal retirement plans.

With these tools, we help you create, implement, and maintain a plan that addresses your personal goals.

So, think about it: What is your heart's desire when it comes to retirement?

Reach out to us today to start planning for it.

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

06/06/2026

When college graduation rolls around, you might not find the need for a 529 anymore.

But what if there's still money left in that account?

That's where we would recommend considering a Roth IRA.

Check out our blog and read more about a Roth IRA and why converting your 529 to one might be a smart choice.

☎️ 888-660-4300
📩 [email protected]
➡️https://ascendplanning.com/resources/529-plan-to-a-roth-ira/

#529

06/03/2026

We get this question all the time:

"Is my family financially secure if something happens to me or my business?"

Luckily, our team at Ascend Planning & Consulting, LLC can help. We offer a range of wealth strategy services to help you secure your future in case of an unexpected event. Reach out to us today to get a review and analysis of your current wealth strategies.

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

05/28/2026

Keeping your top-level executives satisfied is an essential component of a business’s overall success.

At Ascend Planning & Consulting, LLC, we offer help in executive benefits and deferred compensation plans that keep your employees satisfied.

Have more questions? Reach out to us today for a confidential review of your existing executive benefit plans or to have us develop a customized plan designed to enable you to achieve your executive retention objectives.

☎️ 888-660-4300
📩 [email protected]
➡️ https://ascendplanning.com/business-strategies/executive-benefits-deferred-compensation-plans/

05/26/2026

Our 5 Step Process helps clients focus on what matters most.

It provides guidance you need at every step of life from discovery all the way to reviewing.

Want more information about our 5 Step Process and how it can help you live the life that's most meaningful to you? Contact us today.

☎️ 888-660-4300
📩 [email protected]
➡️ https://ascendplanning.com/about/our-process-approach/

05/21/2026

When it comes to Wealth Management, we have the matching pieces to the puzzle.

By combining customized investment strategies with holistic recommendations, we design a portfolio that's specific to your needs and asses other factors rather than simply what the market is doing.

Reach out to us today for a review of your portfolio and see whether it fits within your overall financial goals.

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

05/19/2026

Ascend Planning & Consulting, LLC is a diverse team of top financial professionals who are registered representatives of one of the nation’s largest and financially strong financial companies, Equitable Advisors, LLC.

With backgrounds ranging from corporate finance to accounting and law, we're here to help with all of your business and personal planning needs.

Want more information about the services we offer and how we can help you? Reach out to us today.

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

05/17/2026

We’re proud to support Lion Laps, a biennial fundraiser hosted by the Parent Teacher Parish Organization at St. Mark Catholic School 🦁💛

Lion Laps is a fun, student‑centered “fun run” held during the school day that builds school spirit, strengthens community, and brings students and staff together, all while supporting important school priorities. This year’s fundraising goal of $70,000 will go toward enhanced security measures and continued enrichment and technology programs, helping keep St. Mark a safe, engaging, and joyful place to learn.

At Ascend Planning & Consulting, giving back to the communities we serve is core to who we are. We’re honored to sponsor events like Lion Laps that make a meaningful difference for local families and schools.

05/14/2026

At Ascend Planning & Consulting, LLC, we provide a comprehensive list of wealth strategy services designed to help you achieve your goals.

Start taking a proactive approach and make the most of your hard-earned dollar. Contact us today!

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

05/12/2026

What would you do if you lost one of your C-Suite executives tomorrow?

Our team at Ascend Planning & Consulting, LLC, helps you and your business plan for the unexpected. Ensure that your prepared and holding on to your top level executives by working
with us to create key person plans that create "golden handcuffs" on your top employees.

Reach out to us today to get more information on how we can help your business become more prepared when it comes to losing a top level executive.

☎️ 888-660-4300
📩 [email protected]
➡️https://ascendplanning.com/business-strategies/key-person-programs/

Address

3141 Fairview Park Drive Suite 250
Falls Church, VA
22042

Website

http://www.ascendplanning.com/

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