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BRS Financial Group, LLC

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BRS Financial Group, LLC

Overview:

At BRS Financial Group, we’re here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement. Using our client-centered approach, we seek to help you design a framework for your retirement savings that will evolve with you over the years.

We are specialists in providing individuals and their families, and couples with a structured and customized retirement plan. Our years of expertise—combined with a highly personalized level of service—allow us to design unique strategies that can help you:

   Define your goals
   Maximize your savings
   Manage your assets
   Track and monitor your plan

At BRS Financial Group, this is our specialty. Let us focus on your retirement planning—so you can spend your time doing what you enjoy, both now and in the future.

Partner with an expert
No matter what your level of wealth, working with us can help you pursue your goals. Together, we’ll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules:

   Accumulation: how to target asset growth
   Retirement planning: how to target distribution of your assets in a tax-advantaged way
   Estate planning: how to preserve your assets
   Risk management: how to protect your assets
   Business planning: how to grow and manage your business
   Taxation: how to minimize your tax burden

Create a comprehensive plan
By exploring each module in detail, we’ll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we’ll assemble an implementation plan for your financial future.

Support your financial goals
Working together with us helps simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.

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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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