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Investment Strategies for Retirement Planning

15 Oct 2021

• James (J.D.) Hoyt, CPWA®, CFS®, Founder and CEO

Investing for retirement doesn’t need to be overly complicated. There’s no magic formula for asset allocation and no secret stock-picking strategy that guarantees above-average returns....

Ascendant Financial Solutions Launches New Website

13 Oct 2021

• James (J.D.) Hoyt, CPWA®, CFS®, Founder and CEO

Tags: Retirement Planning

Ascendant Financial Solutions is thrilled to announce the launch of our new and improved website! Our new site went live on October 13, 2021. Our...

Contact

Ascendant Financial Solutions, Inc.

info@ascendant-financial.com

Toll-Free: +1 (844) 671-3835

Flagstaff Location

Office: (928) 774-9598

809 W. Riordan Road, Suite 104

Flagstaff, AZ 86001

Phoenix Location

Office: (602) 263-8065

2525 E. Arizona Biltmore Circle, Suite C131

Phoenix, AZ 85016

Mesa Location

Office: (480) 386-5055

1910 S. Stapley Drive, Suite 221

Mesa, AZ 85204

An affiliate of Heffernan Insurance Brokers. Securities offered through Gĕneos Wealth Management, Inc. Member FINRA/SIPC. Advisory services offered through Ascendant Financial Solutions and Gĕneos Wealth Management Inc.

Ascendant Financial Solutions Form CRS

Gĕneos Wealth Management Form CRS

ADV Part 2A

Geneos Privacy Policy

AFS Privacy Policy

About

Ascendant Financial Solutions, Inc. is an independent SEC Registered Investment Advisory firm serving clients in the Flagstaff, Phoenix, and Mesa, Arizona areas. With more than thirty years of experience in the financial industry, we help families, business owners, and retirees ascend to greater financial heights.

Ascendant Financial Solutions Form CRS

Gĕneos Wealth Management Form CRS

ADV Part 2A

Important Disclosure Information

Client Portal ⎆

Financial Planning

Charles Schwab

Net X Pro – Pershing

Geneos Albridge – Account Consolidator and Reporting