Ascend Planning & Consulting, LLC

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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

Your financial future is shaped by the decisions you make today.Financial planning is about looking beyond where you are...
10/15/2026

Your financial future is shaped by the decisions you make today.

Financial planning is about looking beyond where you are now and considering where you want to be years down the road.

As life changes, having a thoughtful strategy can help keep your decisions aligned with what matters most to you.

Ready to take a closer look at your financial future?

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






You wouldn’t step onto the field without a game plan. Why should your finances be any different?Set clear goals, adjust ...
10/13/2026

You wouldn’t step onto the field without a game plan. Why should your finances be any different?

Set clear goals, adjust your strategy as life changes, and keep your long-term priorities in sight.

At Ascend Planning & Consulting, we’re here to help you build a financial game plan designed for where you are today—and where you want to go next.

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






Family finances are about more than what’s happening today. They’re about preparing for what comes next.Building an emer...
10/01/2026

Family finances are about more than what’s happening today. They’re about preparing for what comes next.

Building an emergency fund, saving for future milestones and protecting what matters most can help create a stronger financial foundation for your family.

A thoughtful plan can grow and change right alongside you.

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






Investing in education starts early.Planning ahead for future education expenses can help families stay focused on their...
09/24/2026

Investing in education starts early.

Planning ahead for future education expenses can help families stay focused on their long-term financial goals while preparing for future opportunities.

A well-rounded financial plan considers more than just today, it helps create a strategy for tomorrow.

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





The right financial plan is never one-size-fits-all.Every financial decision should support your unique goals, prioritie...
09/22/2026

The right financial plan is never one-size-fits-all.

Every financial decision should support your unique goals, priorities, and plans. At Ascend Planning & Consulting, we help clients build customized strategies designed to bring all the pieces together.

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




Attracting and retaining key employees is an important part of long-term business success.Executive benefit and deferred...
09/17/2026

Attracting and retaining key employees is an important part of long-term business success.

Executive benefit and deferred compensation plans can help businesses reward key employees while supporting retention goals. These strategies can be customized to fit the unique needs of both the business and its employees.

At Ascend Planning & Consulting, we help businesses develop strategies designed to support their employees and their future.

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






No two financial journeys are the same. Our Five-Step Process helps us better understand your goals, develop personalize...
09/15/2026

No two financial journeys are the same. Our Five-Step Process helps us better understand your goals, develop personalized strategies, implement solutions, and continually review progress along the way.

Helping you focus on what matters most—today and in the future.

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





September is National Preparedness Month.When people think about preparedness, they often think about emergency supplies...
09/10/2026

September is National Preparedness Month.

When people think about preparedness, they often think about emergency supplies and evacuation plans. But being prepared also means having your financial affairs in order.

At Ascend Planning & Consulting, we believe preparation is a key part of financial confidence. Reviewing your insurance coverage, maintaining an emergency fund, updating important documents, and protecting your family's future can help you navigate life's unexpected events with greater peace of mind.

A strong financial plan isn't just about building wealth, it's about being prepared for whatever comes next.

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







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3141 Fairview Park Drive Suite 250
Falls Church, VA
22042

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