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Financial Planning – A Lifelong Endeavor

Financial planning is a lifelong process that evolves as an individual's needs and priorities change over the years. Understanding these changes and being able to address them is key to helping clients navigate their financial journey.


In your 20s and 30s, you may be just starting out in your career and making important financial decisions such as accepting a new job, starting a family, or buying a home. These decisions will have a long-term impact and it's important to have valuable planning conversations early on. 

As you move into your 40s and 50s, you may be in your peak earning years, but you may also be thinking about saving for the future, paying for college, and possibly even planning for aging parents. It's important to be able to help navigate these challenges and make informed decisions. 

In your 60s, retirement is likely a top priority. This is a time when you may be transitioning out of employment, thinking about Social Security claiming, and considering healthcare planning. It's important to be able to make informed decisions during this stage. 

As you move into your 70s and beyond, you may have made most of the big financial decisions, but you still need guidance on topics such as health insurance and estate planning. You may also need support when a spouse or partner becomes ill or passes away. It's important to have a financial advisor who can help you at every stage of your financial journey.

This content may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. 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   Services offered through Kesler, Norman & Wride, LLC dba Ascend Investment Partners, a Registered Investment Advisor. This message and any attachments contain information which may be confidential and/or privileged and is intended for use only by the addressee(s) named on this transmission. If you are not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are notified that any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately by e-mail or by telephone and (ii) destroy all copies of this message.  If you do not wish to receive marketing emails from this sender, please send an email to garrett@ascendinvestment.com    Please note that trading instructions through email, fax or voicemail will not be taken.

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