Ms. Lisa D. Ford, MRFC®

Contact

Ascend Financial Planning and Wealth Mgmt

9330 LBJ Fwy Ste 900
Dallas, TX 75243 US

Phone: (972) 235-4211
Alt. Phone: (972) 333-7852
Fax: (972) 499-1337

http://moneyconcepts.com/Wealth-Management/Independent-Financial-Advisor/lford#/

Member Since: 2014
Membership Expires: 1/1/2025
IARFC Member: Yes
MRFC Certification Date: 1/19/2018


IARFC Designations/Credentials

MRFC®
Assocation Member

Financial Services Offered

Compensation Basis: 1,000-10,000
Estate Planning
Business Planning
Portfolio Management
Trustee Services
Pension Planning
Executive Compensation Planning
Retirement Planning
Medicare Planning
Tax Planning
Tax Returns
Seminars/Workshops
Employee Benefits
Family Offices
Business Coaching
Charitable Planning
Education Planning
Asset Protection
Comprehensive Personal Financial Plans

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