Kyle Bero's Contact Details

Kyle Bero's Company Details

Ascent Financial Group

N/A, N/A, N/A • 5 - 9 Employees
Financial Services

Ascent Financial Group is a financial services and investment management firm that is focused on helping young physicians and medical professionals simplify their financial lives and provide monetary peace of mind through comprehensive financial planning. This starts with a well written financial plan. Add in some good execution and you're off to the races.✔ Learn More – No Obligation Meeting ➤ https://calendly.com/ascentfinancialgroupThe Typical Concerns our Clients Face:▶ Student Debt Repayment Strategies1. Do I pay my student loans off first? 2. What debt refinancing program should I look at?▶ Savings and Retirement Planning1. How can I ensure that I have saved enough for retirement?2. Should I save for my children's education or for our retirement first? 3. What strategies can I implement to reduce my taxable income?4. Are my current 403(b) or 457 plan contributions sufficient enough for a comfortable retirement?▶ Risk Management1. How much life insurance do I need?2. How do I find the right disability insurance policy?We help you to:☑ ORGANIZE your financial life, allowing you to make better decisions☑ REDUCE financial stress, letting you enjoy life, not worry about it☑ PROTECT what's important to you and your family☑ BUILD a plan for your money that reflects your unique values, goals and dreams☑ RECLAIM valuable time to spend with family & friends, instead of crunching numbers☑ ACHIEVE your goals and dreams through personalized, comprehensive advice☑ LIVE LIFE TO THE FULLEST knowing that your plan will adapt as you and your life change