Retirement planning is not a one-time event. The values behind retirement planning influence decisions every single day.
Are your investment choices aligned with these values?
OneAscent goes beyond securing your lifestyle for the future – we work with you to develop a retirement plan that enables a values-aligned life. We assess your current savings and investments to recommend strategies to achieve your goals. Annual portfolio reviews keep your retirement plan current.
Planning for retirement is about so much more than building wealth and preparing for emergencies. Your retirement plan is your legacy. It is the story your life will tell long after you are gone.
OneAscent helps implement a plan to be a good steward of your resources so that you will someday hear “Well done.”
Do your investments align with your values? Visit our free tool to find out if you are invested in businesses and industries that align.