THE ASCENT PLAN
THE ASCENT PLAN
THE ASCENT PLAN
DISCOVER | PLAN | IMPLEMENT | MONITOR & UPDATE
The Ascent Plan is Teton Wealth’s exclusive financial planning and retirement process. We use The Ascent Plan with our clients to help you move through the various stages of wealth accumulation, income planning and distribution, and estate transition. We know that change is always constant, so we work with you to incorporate new financial and life goals into your financial plan as conditions change. Ascend and rise above the peaks with a financial plan that ‘flexes and flows’ as life changes and your needs evolve.
THE ASCENT PLAN
DISCOVER | PLAN | IMPLEMENT | MONITOR & UPDATE
The Ascent Plan is Teton Wealth’s exclusive financial planning and retirement process. We use The Ascent Plan with our clients to help you move through the various stages of wealth accumulation, income planning and distribution, and estate transition. We know that change is always constant, so we work with you to incorporate new financial and life goals into your financial plan as conditions change. Ascend and rise above the peaks with a financial plan that ‘flexes and flows’ as life changes and your needs evolve.
trail head
where are you now?
There are many paths to take, but if unfamiliar, the trek to your retirement goals becomes confusing. With your Teton Wealth guide you begin to trust the trail – as we blaze a path together with strategies to scale new heights.
know the
terrain
where are you going?
From clearing away the brush to defining how to implement what’s important to you, your Teton Wealth guide reveals the financial options, tax planning and risk management strategies to navigate the path ahead.
ASCENDING
THE PEAKS
STRATEGIES TO GET YOU THERE
Each step you take makes up the journey that becomes your life. We accomplish our goals with support from others, a strong compass that guides us when all seems lost, and a flexible financial plan with the wealth strategies that become the foundation to achieve what’s truly important to us.
RISING ABOVE
STAYING THE COURSE
Navigating the peaks and valleys that life brings us, the ups and downs of financial markets, and the emerging ways we choose to experience our worlds require that we course correct along the way. We’re here whenever your financial plan needs to adapt.
trail head
where are you now?
There are many paths to take, but if unfamiliar, the trek to your retirement goals becomes confusing. With your Teton Wealth guide you begin to trust the trail – as we blaze a path together with strategies to scale new heights.
know the
terrain
where are you going?
From clearing away the brush to defining how to implement what’s important to you, your Teton Wealth guide reveals the financial options, tax planning and risk management strategies to navigate the path ahead.
ASCENDING
THE PEAKS
STRATEGIES TO GET
YOU THERE
Each step you take makes up the journey that becomes your life. We accomplish our goals with support from others, a strong compass that guides us when all seems lost, and a flexible financial plan with the wealth strategies that become the foundation to achieve what’s truly important to us.
RISING ABOVE
STAYING THE COURSE
Navigating the peaks and valleys that life brings us, the ups and downs of financial markets, and the emerging ways we choose to experience our worlds require that we course correct along the way. We’re here whenever your financial plan needs to adapt.
trail head
where are you now?
There are many paths to take, but if unfamiliar, the trek to your retirement goals becomes confusing. With your Teton Wealth guide you begin to trust the trail – as we blaze a path together with strategies to scale new heights.
know the terrain
where are you going?
From clearing away the brush to defining how to implement what’s important to you, your Teton Wealth guide reveals the financial options, tax planning and risk management strategies to navigate the path ahead.
ASCENDING
THE PEAKS
STRATEGIES TO
GET YOU THERE
Each step you take makes up the journey that becomes your life. We accomplish our goals with support from others, a strong compass that guides us when all seems lost, and a flexible financial plan with the wealth strategies that become the foundation to achieve what’s truly important to us.
RISING ABOVE
STAYING THE COURSE
Navigating the peaks and valleys that life brings us, the ups and downs of financial markets, and the emerging ways we choose to experience our worlds require that we course correct along the way. We’re here whenever your financial plan needs to adapt.
Whatever your life circumstances, we want to be able to clear away any confusion you may have about the steps needed to have dependable income in retirement, along with a plan that protects you and your family from unforeseen events, and enables you to manage your wealth in a way that allows you to achieve the goals you want most for yourself and your family.
The Ascent Plan is founded upon the concept of holistic financial planning in which your financial goals and objectives are prioritized. You receive a written plan with the advanced steps that can enhance and safeguard your savings so you can retire and enjoy the lifestyle you’ve envisioned.
Whatever your life circumstances, we want to be able to clear away any confusion you may have about the steps needed to have dependable income in retirement, along with a plan that protects you and your family from unforeseen events, and enables you to manage your wealth in a way that allows you to achieve the goals you want most for yourself and your family.
The Ascent Plan is founded upon the concept of holistic financial planning in which your financial goals and objectives are prioritized. You receive a written plan with the advanced steps that can enhance and safeguard your savings so you can retire and enjoy the lifestyle you’ve envisioned.
CONTACT
Teton Wealth Group wants to provide you with the financial information you need, answer your questions and help contribute to making a positive impact on your financial future.
764 E Winchester St #100
Murray, UT 84107
PHONE: 844-838-6600
(844-Teton-00)
FAX: 1 866 731-3794
