See If You're On Track to Retire When You Want

Request your Ascent Plan, a practical roadmap built around your goals, timeline, and the decisions that matter most.

Get a clear picture of all your accounts, income sources, and retirement timeline
Stress-test your plan against market volatility, taxes, healthcare costs, and inflation
Get specific answers on Social Security, income timing, and retirement readiness
Leave with a written action plan and your next best move

Your Retirement Depends on Getting a Few Big Decisions Right.

When to claim Social Security.

How to draw income without running out.

Whether to convert to a Roth.

How to handle healthcare before Medicare kicks in.

These aren't small choices — and they compound. Get one wrong and it can cost you up to tens of thousands over your lifetime. The Ascent Plan™ puts these decisions in the right order to help you move forward with clarity, not regret.

Claim My No-Cost Ascent Plan

How It All Works

The Ascent Plan™ 3-Step Framework

Step 1

Discover (Basecamp)

Share a few details so we can understand what matters most.

Step 2

Plan (Climb)

We build your Ascent Plan across income, investment, tax, legacy, and healthcare planning.

Step 3

Lead (Summit)

We review your roadmap together and confirm your next best move.

Built for real-life retirement decisions, not one-size-fits-all advice.

Retirement-focused planning conversations designed to turn uncertainty into a clear written roadmap
Strategy-first guidance tailored to your goals, timeline, and resources
Coordinated planning across income, investments, taxes, healthcare, and legacy priorities
Clear recommendations without jargon overload

FAQ

What does the Ascent Plan™ cost?

There's no cost and no obligation.

We believe you should understand your options before making any commitments. The Ascent Plan™ conversation is designed to give you clarity — whether you choose to work with us or not.

All advisory services costs will be fully explained if you elect to engage the firm for ongoing services.

What happens after I request my plan?

Within 1 business day, a member of our team will call to schedule your Ascent Plan conversation. During that 45-minute session, we'll review your current situation, identify the key decisions in front of you, and walk through your personalized roadmap. You'll leave with a clear plan — no pressure.

I am not sure I have enough to work with an advisor.

You might be surprised. Many of our clients felt the same way before their first conversation. The Ascent Plan™ is designed for families who have been saving and want to make sure they're making the most of what they've built — whether that's $200K or $2M. If we're not the right fit, we'll tell you honestly and point you in the right direction.

What if I already have an advisor?

That's completely fine. Many of our clients came to us after working with another advisor. The Ascent Plan™ gives you a second perspective — a fresh set of eyes on your retirement strategy. There's no obligation to make any changes.

We're currently accepting new Ascent Plan conversations. Spots are limited.

Request Your Ascent Plan

Tell us a little about you. We’ll reach out to schedule your Ascent Plan conversation.

We’ll contact you to schedule your plan conversation. No spam.

Your information stays private and is used only to respond to your request.

Advisory Services offered through Teton Wealth Group, a Registered Investment Advisor. Insurance sales are offered through its affiliate, Teton Wealth Management LLC. We are not affiliated with or endorsed by any government agency, and do not provide tax or legal advice. This material is for informational purposes only and should not be construed as a recommendation or advice for your particular circumstances.

Licensed insurance professional, Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Past performance may not be used to predict or project future results.

No client is under any obligation to purchase any insurance product. No statements made shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional on any such matters. Offices in Murray, St. George, and Kamas are offices of convenience and only used for client meetings.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

Certain guides and content for publication were either co-authored or fully provided by third party marketing firms. Teton Wealth Group utilizes third party marketing firms to assist in securing media appearances, for securing interviews, to provide suggested content for radio, for article placements, and other supporting services.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).