Helping you take control of your financial future

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Secure Your Financial Future.
take control of your wealth.

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We’re thinking big

Helping break generations Of Financial Illiteracy

We empower families with financial education and the concepts of financial literacy. Helping you understand how money works, grows, and is taxed, which is crucial to building wealth and passing wealth to the next generation.

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Clients Helped

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Top Rated Fortune 500 Companies Available

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Global Team Members

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Types of Coverage

our services

Reach New Financial Heights with our tailored solutions

Financial education

Helping you understand the true risks of Financial Illiteracy.

Debt Management

We help you create a plan without the feeling of being overwhelmed.

Retirement & Long Term Care Planning

Personalized plans that are unique to each and every business, family, and individual.

Financial Security for all Stages of life

We offer safe strategies that adapt to your evolving needs and goals.

Living Benefits life insurance

Lets you access your death benefit while alive, offering financial support for medical expenses or long-term care.

Why choose us

Let us help you Take Control of Your Financial Future

Thousands of Clients helped

Our Goal is to help 1 Million Families take control of their financial future by 2030.

Financial Education

We help educate our clients with the best financial education there is to offer.

24x7 customer service

Our experts are available to contact night and day, contacting your agent has never been easier.

Expert Team

Our team is made up of only the most qualified experts. Ready to help and just a phone call away.

Proven Track Record

With years of experience in the financial industry, we have a proven track record of success in helping families achieve financial independence.

Personalized Strategies

We craft personalized strategies tailored to your specific goals, needs, and circumstances.

our clients testimonial

What’s Our Clients Say About
Our agency service

Sarah Thompson

"Choosing Ascent Financial Solutions was one of the best decisions my family ever made. I was struggling with debt and had little understanding of how to manage my finances effectively. The team took the time to understand my unique situation and crafted a personalized strategy that helped me pay off my debts and start saving for the future. Their education programs were eye-opening, and I now feel empowered to make informed financial decisions."

James and Lisa Rodruigez

"As a young couple just starting out, we felt overwhelmed by the craziness of managing our finances. AFS provided us with the knowledge and tools we needed to take control of our financial future. Their personalized approach made us feel valued, and the team's expertise was evident every step of the way. We now have a solid financial plan that includes saving for our dream home, investing for retirement, and even planning for our children's education. We couldn't be happier with the results and are grateful for their unwavering support and guidance!"

Micheal Benevidez

"After retiring, I realized that I needed a solid plan to ensure my financial security for the years to come. Dillon and his team helped me transition smoothly by creating a tailored strategy that addressed my specific needs and goals. Their expert advice on investment options and retirement planning was invaluable, and I felt confident knowing I had a dedicated team looking out for my best interests. I now enjoy my retirement with peace of mind, knowing that my finances are in excellent hands. I highly recommend their services to anyone seeking financial clarity and stability!"

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About Us

Our mission is to help families achieve financial peace of mind by offering tailored solutions that support their unique goals, ensuring a stable and thriving future for their loved ones.

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