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ESF Financial Planning Group, Inc.

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ESF Financial Planning Group, Inc.

Mission statement:

To provide objective, conflict-free advice that is cost effective for all people. ESF seeks to foster unique relationships with each of our clients by offering several levels of assistance to suit individual needs. Our goal is not only to provide financial guidance but also to educate our clients so as to empower them to take control of their finances.

Overview:

ESF Financial Planning Group is most effective for clients who prefer:

   * An independent firm that maintains a personal relationship with each client
   * A Fee-Only policy that ensures the objectivity of advice is never in question because we do not accept commissions or any other form of compensation from the sale of products or services. We proudly adhere to the Fiduciary Oath.
   * An investment strategy based on balanced, diversified portfolios
   * A living legacy approach to estate planning, emphasizing the values to be passed on as well as the assets
   * Investment planning that focuses on after-tax results, both long-term and short-term.

We pride ourselves on:

   * Our commitment to professionalism, competence and service
   * Our attentiveness to the concerns, values and privacy of each client
   * Viewing issues such as estate, education and retirement planning, insurance and investing as quality of life issues rather than purely financial matters
   * Our expertise in investment management, financial coaching and educating our clients
   * Our dedication to the Fiduciary Oath, which allows us to put our clients first.

We offer multiple client services:

   * Assets Under Management
   * Retainer Service
   * Hourly Service

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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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