Ascent Financial Group is an independent financial services firm that helps individuals develop retirement strategies tailored to their needs and objectives. The firm works with clients at different stages of the journey toward retirement, helping them clarify their goals, evaluate options, and put a plan into action. Its approach begins with a meeting to understand a client’s priorities, followed by an investment process that translates retirement goals into practical steps. Ascent says it monitors plans regularly to help keep them on track over time.

Its services include retirement income strategies, investments, life insurance, wealth management, IRA and 401(k) rollovers, tax management strategies, annuities, asset management strategies, and IRA legacy planning. As an independent firm, it draws on a range of financial products, services, and approaches when developing strategies. Ascent Financial Group serves clients from its Colorado Springs office and is licensed in multiple states. Securities and advisory services are offered through Osaic entities; investment and insurance products carry risks and may have limitations.