Stephanie Loeffel (CFP®)
Stephanie Loeffel focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Medical Professionals
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Medical Professionals
Additional Information
If I asked you how to drive from Boston to Florida, you would probably tell me it’s a lot easier to get there with a map or GPS. Now what if I asked you how to get from here to… retirement? Financial planning is like a road map for your future. With a holistic perspective, we dive into every aspect of your financial situation, ensuring that no opportunity for growth or security is overlooked, and we put together a plan to help you realize your dreams. Then, we help monitor your progress, like a financial GPS, as you navigate traffic along the way, or choose to stop at a few scenic overlooks. Ascend Financial is a fee-only fiduciary offering comprehensive financial planning and investment management.NAPFA Start Date
May 23, 2024
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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