RETIREMENT INCOME PLANNING- TAX EFFICIENCY - LEGACY BUILT TO LAST
DUSTIN RUDOLPH owner & PRESIDENT
Through optimized portfolio management and dynamic income design, we assist clients in achieving the clarity and confidence to live their legacy—spending confidently, sharing generously, and creating memories that will endure for generations.
SUMMIT ASCENT PATHWAY
Guiding clients throughout retirement. Our journey begins…
…with Discovery, where we learn your goals, values, and what a fulfilling retirement looks like for you. From there, we build a clear Retirement Income Strategy designed to support confident spending utilizing our strategic portfolio approach.
At Agree & Ascend, you decide whether we’re the right guide for your journey. If you choose to move forward, we ascend together — creating clarity, confidence, and the space to make meaningful memories.
We then calibribrate your Investments & Risk, integrate Tax Strategies, and ensure your Legacy Planning reflects your priorities.
And through Ongoing Monitoring, we guide your financial journey - step by step - adjusting with you along the way.
Insurance products are offered through the insurance business Legacy Ascent. Legacy Ascent is also an Investment Advisory practice that provides financial planning services and products through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. It’s important to note that IPW does not offer insurance products, and the insurance products provided by Legacy Ascent are not subject to Investment Advisor requirements.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss during periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may provide tax or legal advice. Individuals should consult with a qualified fiduciary advisor for guidance before making any purchasing decisions, especially regarding retirement income strategies and social security taxes.
Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges, and holding periods which vary by insurance company. It’s important to note that annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable; however, accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 4570353-06/2025
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