Jared, the CEO and Co-Founder of Ascent will share tips and insight on Building a Business and focus on the main criteria to ensure your Business is on the right path for future success.

With a January 1, 2025 sunset date approaching, and a estate tax rollback, we will share how this could impact you from a future estate planning perspective.

As we start a new calendar year, the first few months are the perfect time to analyze the previous year, and to set goals and targets for the current year. We will discuss all things pertaining to business development, financial analysis and goal setting.

Introducing our "Ask Us Anything" epidode airing once a month answering your questions. Today we will answer the Question: "What are some things to consider just rolling into a new year?" Jared, will talk about some new policies/regulations in place effective 1/1/24 as well as how utilizing cash balance plans may be a good option to consider to assist in some additional tax deferral opportunities.

A key to transition planning is ensuring the financials and the people involved are in a state of readiness. We will provide more details on how to get your operation ready.

We will share more on the statistics for successful business transitions and why transitions tend to fail.

We work with people from all seasons of life within throughout their transition journey.  Our goal is to aid you in the process to create a plan that ensures your family and financial goals are being met.  

Rachel 's path has led her back to her farming roots. Hear more about her background and how she helps clients with their transition planning needs.

Cassie has a wealth of knowledge in the industry.  Tune in as she shares more about her background, paths she took and things she has learned along the way. This episode will only scratch the surface but ready to start sharing her experiences that have led her to where she is today.    

Learn more about who Ascent Financial is, where they are located and what services they provide.  Cassie & Rachel will also talk more about why you may call Ascent, and what is it that we hear most from our clients?