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Elcan Wealth Consulting

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Elcan Wealth Consulting

Overview:

Investing the money you have saved for retirement can be frightening if you lack the knowledge, experience, or time to do it successfully. Similarly, preparing your taxes, repairing your car's broken transmission, or replacing a leaky roof can also be frightening when you lack the knowledge, experience, or time to do it successfully. For that reason, we hire professionals to handle these and many other circumstances we face throughout our lives.

Our clients employ Elcan Wealth Consulting to be the financial professionals in their lives. In addition to managing their savings to get them to and through their retirement lifestyle, we are the first call they make for every financial-related question that presents itself. We have personal experience dealing with the many issues that arise through life. Examples include:

   Individualized financial planning
   Maximization of retirement savings in an effort to reduce taxes
   Transitioning into retirement and using your savings to meet your income needs
   The costs and difficulties that come with aging parents
   Educating your children to get them moving toward their own financial independence
   Legacy planning

In addition to the above services, we recognize the importance of relationships. We work with a smaller number of clients, and therefore, we are able to offer a high level of personalized service tailored to fit your needs. Regular communication is an integral part of our clients' relationships. Communication includes:

   Market commentary e-mails
   Proactive portfolio reviews
   Periodic financial planning reviews to help you keep focused on your goals

As investors ourselves, we recognize that markets can be volatile and downward stock market moves can be scary. When the stock market falls, our communication increases, providing you peace of mind. We deploy a unique hedging strategy to protect your investment assets. We take the stress off of your shoulders and put it on ours, allowing you to sleep peacefully knowing that we are taking action on your behalf to keep your money protected.

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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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