Our mission is to help clients navigate a constantly changing, complex financial world through education, resources and highly personalized service.
Why Ascend Planning & Consulting, LLC:
From its inception, Ascend Planning & Consulting, LLC’s mission has been to help our clients navigate through the constantly changing, complex financial world. Our advisors strive to provide you with resources and education paired with the highest level of personal service, while meticulously focusing on the details of your planning.
Our difference is in our team.
Ascend Planning & Consulting, LLC is comprised of a group of top financial advisors. We are affiliated with one of the nation’s largest and financially strong financial companies, AXA. Under the direction of our founders, Tom Natoli and Mark Swartz, we have assembled a highly sophisticated and knowledgeable group of advisors to help you with all of your business and personal planning needs.
Ascend Planning & Consulting, LLC has many credentialed professionals supporting our mission.
Our professionals have many industry recognized credentials. From the CFP® credential, the industry’s gold standard of excellence for competent and ethical financial planning, to the Accredited Investment Fiduciary (AIF®), it will be clear that the Ascend Planning & Consulting, LLC team brings a wealth of industry knowledge and experience.
We can act as co-fiduciaries.
In addition to our years of experience, we may act as co-fiduciaries and assist with assuring that trustees meet their responsibilities. When acting as a co-fiduciary, we are also liable for any fines or restorations that may result from an unintended fiduciary breach. To protect our corporate clients, we offer an ERISA Advisory Services Agreement* that will indemnify the plan sponsor for any and all claims or judgments (including legal fees) arising from a covered breach or negligence related to our covered services.
We believe education is an essential ingredient to planning.
At Ascend Planning & Consulting, LLC, we are dedicated to educating our clients and keeping them abreast of the ever-changing financial world. To accomplish this, we believe in continued education for our financial team of advisors, so that they may offer you the best advice and support to help you achieve your short- and long-term goals.
You will hear from us — consistently.
At Ascend Planning & Consulting, LLC, we believe in consistently evaluating our client’s financial needs to make sure they are getting the most value from our service. We also believe in reaching out regularly to make sure you are getting the service and attention you deserve.
Making Complex Financial Decisions Easier.
Allow us to simplify your life when it comes to risk management, investment management, personal financial planning and business planning and benefits. After all…..we have been…
Enhancing Financial Decision Making for over 30 years℠
Experience the Ascend Planning & Consulting, LLC difference for yourself.
For a complimentary evaluation of your personal or business planning, please give our team a call today.
*The ERISA Advisory Services Agreement is contracted with our associated Registered Investment Advisor, AXA Advisors, LLC.
Mark Swartz CA Insurance Lic. # 0778774
Thomas Natoli CA Insurance Lic. # 0E90280
NOTE – All InMail, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon, as insurance or financial advice. AXA Network and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content. Duly licensed associates offer annuity and insurance products, including those of AXA Equitable Life Insurance Company (NY, NY) (AXA Equitable) and MONY Life Insurance Company of America (MLOA), through AXA Network, LLC/AXA Network Insurance Agency of California, LLC /AXA Network Insurance Agency of Utah, LLC/AXA Network of Puerto Rico, Inc. Equal Opportunity Employer – M/F/D/V. AXA Network, AXA Equitable and MLOA are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state. Ascend Planning and Consulting, LLC is not a registered investment advisor and is not owned or operated by AXA Network or its affiliates. PPG 127653 (07/17)(exp. 07/19)
NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this Facebook page are subject to capture, review and archive and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC and offer investment advisory products/services through AXA Advisors, LLC, an SEC-registered investment advisor. Duly licensed representatives offer annuities and insurance, including those of AXA Equitable Life Insurance Company (NY, NY) (AXA Equitable) and MONY Life Insurance Company of America (MLOA) (Jersey City, NJ), through AXA Network, LLC/AXA Network Insurance Agency of California, LLC /AXA Network Insurance Agency of Utah, LLC/AXA Network of Puerto Rico, Inc. The representative named in this Facebook profile may be so registered and licensed or may be only licensed as described. Equal Opportunity Employer – M/F/D/V. AXA Advisors, AXA Network, AXA Equitable and MLOA are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries in accordance with their registrations and/or licensing, only in state(s) in which they are so properly registered and/or licensed. Your connection to this Facebook profile does not necessarily indicate that this representative is able to transact business in your state. 134179 (02/2020)
