Our Resources

When you work with Ascension Financial Group, you know you have a trusted ally who is working with you personally to get to know you and your goals. Through our alliances we bring the industry leading resources to our client relationships.

The Nautilus Group® is a unique organization that provides dedicated support in business and estate planning for a carefully selected group of financial professionals who work with high net worth families and business owners on estate, business and charitable planning objectives.

As a Member Agent of The Nautilus Group®, Carlene has exclusive access to an experienced team of professionals with credentials in law, taxation, accounting, business, insurance, finance and philanthropic planning.

* The Nautilus Group® is a service of New York Life Insurance Company. New York Life Insurance Company, its agents, employees and affiliates do not provide tax legal or accounting advice.

Learn More about The Nautilus Group®, click here


Eagle Strategies provides Carlene with professional oversight of fee-based financial planning and investment advisory practices. Eagle Strategies, LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life.
 

Learn More about Eagle Strategies, LLC, click here

Below are some of the fund families we offer:


Over the past 40 years, Ash Brokerage Corporation has grown into one of the largest privately owned insurance brokerage agencies in the nation. We are proud to work with Ash Brokerage on certain life insurance, long term care, and disability insurance cases. Their utilization of an in-house medical director and a large team of underwriters allows them to quickly and effectively assess even the most complicated impaired risk cases.

Learn More about Ash Brokerage, click here