We are incredibly excited and grateful that you joined us in this next phase of working together. We appreciate your patience and look forward to many great years ahead. As always, as you have questions, hit reply on this email or give us a call.
Here is a rundown of some big changes:
- We have added a new member of our team. Jessica Larsen, a mother of two boys, lives in Providence, and enjoys anything outside, has signed on as our new administrative assistant. When you call into the office, she will help answer the phone and work to solve any problems that may arise. Also, be sure to ask her for local hiking suggestions!
- We have launched our new simplified website. You can review The CLIMB Process™, our retirement income approach, see the full list of services, and access your online account. Visit AscendInvestment.com
- Speaking of online access, TradePMR (the monthly statement provider) is up and running. If you would like to change your statement delivery preferences from paper statements to email statements, reply to this email and we will send instructions to get you set up. Note: Annuity balances will not available through TradePMR they will be part of the client portal that is coming soon.
- Our full client portal is still under construction and will be coming soon . . .
- If you had check writing privileges on your account and had physical checks, new checks are headed your way and will be delivered in 7-10 business days. Please destroy your old checks when the new ones arrive.
- Lastly, we are moving our Logan office. Sometime in August, we will be leaving our office of 20 years and moving to 214 South Main Street, next to The Flower Shop. We will send out a postcard to notify you when the move officially happens.
All these changes are to better serve you. We work every day to deliver the best advice in a comfortable and familiar way. If you have any questions, please call, or hit reply!
Wishing you and your family the best and we look forward to sitting down once again as COVID-19 passes.
Garrett G. Smith
Ascend Investment Partners
Paul M. Norman, CFP®
Senior Financial Advisor
Ascend Investment Partners
1300 N 200 E #114C
Logan, UT 84341
175 Historic 25th Street
Ogden, UT 84401
Ascend Investment Partners is not a legal or tax advisor. You should consult with your attorney, accountant and/or estate planner before taking any action.
Ascend Investment Partners did not assist in the preparation of this report, and its accuracy and completeness are not guaranteed. The opinions expressed in this report are those of the author(s) and are not necessarily those of Ascend Investment Partners or its affiliates. The material has been prepared or is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy