Ascent Retirement Plans

 

Experience is key, but it’s what you do with it that matters.

 

We use our years of experience to develop a custom consulting approach to your company’s retirement plan needs. We spend the time and effort it takes to assess your organization’s unique footprint and goals. Next comes a plan framework, with easy-to-grasp options. In this manner decision makers are fully engaged in the process of vetting and fine-tuning the final plan. It’s a collaboration designed to be as informative and empowering as possible.

 

As with our individual plans, we always put clients first, and avoid cookie-cutter or one-size fits all solutions. This all comes with complete disclosure and transparency every step of the way.

 

We operate as a 3(38) Fiduciary to help shield plan sponsors from unwanted risk.

 

Be sure to talk to us about our comprehensive program of human resource support, maintenance and progress reviews, along with a host of education services.

 

 

 

Custom consulting approach

Assess goals and vision

Engage decision makers

Complete disclosure

Support services

 

Mark Moshier, CPA

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Mark Moshier, CPA
Mark Moshier, CPA
Mark Moshier, CPA
Mark Moshier, CPA
Mark Moshier, CPA
Mark Moshier, CPA
Mark Moshier, CPA
Mark Moshier, CPA
Mark Moshier, CPA
Mark Moshier, CPA