Get a straight answer on your biggest money question, and 2-3 clear next steps.
For retirees, inheritors and families with $1M+. Garrett Smith will map your income, taxes and accounts in a 30-minute Wealth Clarity Review. No complex financial terms and no pressure to buy a product.
Fiduciary. In-house CFP®. 50+ years combined experience.
Kesler, Norman & Wride, LLC dba Ascend Investment Partners ("Ascend Investment Partners") is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Ascend Investment Partners and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Ascend Investment Partners unless a client service agreement is in place. Ascend Investment Partners does not prepare tax returns or provide tax or legal advice; we coordinate with your CPA and attorney.
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THE EVENT CURRICULUM
The Workshop Outline
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Your future self thanks you.