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Allegiant Wealth Management Group

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Allegiant Wealth Management Group

Overview:

As Eleanor Roosevelt once said: "We all live under the same sky but, we don’t all have the same horizon." Good financial decisions start with knowing where you are, where you want to go, and how you can get there. Our client’s needs have always and will always come first. It’s what we’ve done in the past, and it’s what we’ll do in the future.

Allegiant Wealth Management is a comprehensive financial services firm and General Agency of Massachusetts Mutual Life Insurance Company (MassMutual) serving the state of Texas. Our purpose is to assist our clients to understand their options in order to create a strong financial strategy in an ever changing world. We have confidence in our products and our company which, in turn, enables us to empower our clients to make informed decisions. We start by taking a thorough assessment or your current financial situation in order to show you where you stand. We listen to your needs and goals in order to understand what your objectives are. Then, when we are confident that we have a complete understanding of you and your needs, we begin to design a financial strategy custom-designed for you. Here are just a few of our products and services:

   * Business Continuation Planning
   * College Funding Products
   * Employee Benefit Products & Services
   * Executive Fringe Benefits
   * Estate Analysis
   * Financial Resource Analysis
   * Investment Products
   * Retirement Planning

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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