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Text Content

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Menu

 * Who We Are
 * How We Help
 * Client Login
 * Schedule a Meeting


Menu
 * Who We Are
 * How We Help
 * Client Login
 * Schedule a Meeting





THE PATH TO RETIREMENT CAN BE LONG AND WINDING

We’re here to help guide you on your journey to financial goals.


How We Help



CHECK OUT OUR FULL SUITE OF SERVICES



We’re independent, so we can help you develop your custom financial strategy
from a wide array of products, services and approaches. We can help meet your
specific financial needs, no matter how close you are to retirement.

How We Help

RETIREMENT INCOME STRATEGIES




INVESTMENTS




LIFE INSURANCE

WEALTH MANAGEMENT




IRA/401(K) ROLLOVERS




TAX MANAGEMENT STRATEGIES

ANNUITIES




ASSET MANAGEMENT STRATEGIES




IRA LEGACY PLANNING


GET STARTED IN THREE EASY STEPS



We’re here to help you feel confident in your financial future.


 * DISCOVER
   
   Schedule a meeting, where you’ll share your goals and dreams, so we fully
   understand your vision for retirement.
   
   

Schedule a Meeting


 * EVALUATE
   
   With your goals in mind, our Investment Process will help translate your
   retirement dreams into clear action steps.
   
   

Learn More


 * PLAN
   
   While you enjoy retirement, we’ll monitor regularly to help ensure your plan
   stays on track for as long as you live.
   
   

Schedule a Meeting

INSTANT DOWNLOAD


WONDERING HOW TO CREATE INCOME IN RETIREMENT?

Download this four-page guide that addresses common misconceptions to help you
decide if an annuity might be right for you, including:

 * What you need to know to understand annuities
 * Why savings alone may not be enough for your retirement
 * How annuity withdrawal options work

Guarantees and protections provided by insurance products, including annuities,
are backed by the financial strength and claims-paying ability of the issuing
insurance carrier. Annuities are not bank or FDIC insured.

Download Now




TAKE THE FIRST STEP TODAY



It’s never too early — or too late — to take the right steps toward your
financial future, so you can enjoy life on your terms. Get started today by
scheduling a meeting or registering for an upcoming event.

Schedule a Meeting


CONTACT US

719.265.6700
hilary@ascentfinancialgroup.com

COLORADO SPRINGS OFFICE

5875 Lehman Drive, Suite 200
Colorado Springs, CO 80918
Get Directions

CHECK US OUT!



Securities offered through Triad Advisors, LLC., Member FINRA & SIPC. Advisory
Services offered through Triad Hybrid Solutions, LLC., a registered investment
advisor. Ascent Financial Group and Triad Advisors, LLC are not affiliated.

We take protecting your data and privacy very seriously. Learn more at
https://www.caprivacy.org/.

Ascent Financial Group is licensed in: AR, AZ, CA, CO, FL, ID, KS, MI, MN, NE,
NM, OH, PA, SC, SD, TX, VA, WA, WI



Read Full Disclosure | Privacy Policy | Terms of Use | Triad Form CRS
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By submitting your personal information, you consent to be contacted by a
financial professional regarding your financial strategy for retirement.





We are an independent financial services firm helping individuals create
retirement strategies using a variety of investment and insurance products to
custom suit their needs and objectives.



Securities offered through Triad Advisors, LLC., Member FINRA & SIPC. Advisory
Services offered through Triad Hybrid Solutions, LLC., a registered investment
advisor. Ascent Financial Group and Triad Advisors, LLC are not affiliated.

We take protecting your data and privacy very seriously. Learn more at
https://www.caprivacy.org/.

Ascent Financial Group is licensed in: AR, AZ, CA, CO, FL, ID, KS, MI, MN, NE,
NM, OH, PA, SC, SD, TX, VA, WA, WI



Investing involves risk, including the potential loss of principal. No
investment strategy can guarantee a profit or protect against loss in periods of
declining values. None of the information contained on this website shall
constitute an offer to sell or solicit any offer to buy a security or any
insurance product.

Any references to protection benefits or steady and reliable income streams on
this website refer only to fixed insurance products. They do not refer, in any
way, to securities or investment advisory products. Annuity guarantees are
backed by the financial strength and claims-paying ability of the issuing
insurance company. Annuities are insurance products that may be subject to fees,
surrender charges and holding periods which vary by insurance company. Annuities
are not FDIC insured.

Neither the firm nor its agents or representatives may give tax or legal advice.
Individuals should consult with a qualified professional for guidance before
making any purchasing decisions.

The information and opinions contained in any of the material requested from
this website are provided by third parties and have been obtained from sources
believed to be reliable, but accuracy and completeness cannot be guaranteed.
They are given for informational purposes only and are not a solicitation to buy
or sell any of the products mentioned. The information is not intended to be
used as the sole basis for financial decisions, nor should it be construed as
advice designed to meet the particular needs of an individual's situation.