Ascend Wealth Planning

Being a fiduciary is the minimum.

We take care of the whole picture,

AND make sure it gets done.

Good advice isn't enough. Someone has to follow through.

Financial planning comes first. Founding partners Andy Mau, CERTIFIED FINANCIAL PLANNER™, and Lee Kaz, Chartered Retirement Planning Counselor℠, build one plan around your life. Then we coordinate it with the specialists who matter: your CPA, your estate planning attorney and licensed insurance professionals.

One plan, one team, and someone who makes sure it actually gets done.

We typically work with families and business owners with $250,000 or more in savings and investments. Schedule your complimentary call today.

Financial Planning

A clear plan for retirement, income and investments, built around your life.

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Tax Planning

We start with your tax return and work with your CPA to help you keep more of what you earn.

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Protection Planning

The right insurance to protect your family, your income and your business.

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Estate Planning

We work with your attorney so your wishes are clear and your family is cared for.

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Not sure where to start?

Bring your most recent tax return. We'll walk through where you stand, what's working, what's missing and how we can help, in plain English. The first call is complimentary, and there is no obligation.

Schedule a Call

Let's talk.

Tell us a little about yourself and we'll reach out to schedule your complimentary introductory call. We work with clients in Mokena and across the country, in person or by video.

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