SERVICES
At Ascension Business Group, we specialize in the design and implementation of Premium Self-Managed Retirement Accounts—empowering individuals and business owners to take full control of their financial future. Whether you're looking to grow wealth tax-deferred or tax-free, we create compliant, flexible account structures that align with your long-term goals.
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It all begins with the structure. Setting everything up the proper way from the start is critical to your success. Our team ensures your foundation is built right—maximizing flexibility, control, and protection from day one.
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Our core expertise lies in:​​
Self-Managed Retirement Accounts
We create custom Qualified Retirement Plans (QRP) and TruIRAs—both Traditional and Roth—that put the power of investment back in your hands. From real estate and cryptocurrency to private equity and gold, our structures allow you to diversify your portfolio far beyond traditional assets.
Entity-Based Asset Allocation
We strategically allocate your assets across various legal entities (such as LLCs and Trusts) to protect your investments, minimize tax exposure, and reduce liability. This multi-entity approach helps you stay agile while shielding your retirement from unnecessary risk.
Turnkey Compliance & Support
With over 15 years of experience, we do the heavy lifting—designing your structure, coordinating bank accounts, and ensuring full compliance with IRS rules and reporting. You stay focused on growth; we handle the logistics.
BENEFITS
Investment Control
You make 100% of the investment decisions—no waiting on custodian/trustee approvals—empowering you to move swiftly and strategically in building your portfolio.
Diversification, Redefined
Gain the freedom to invest your retirement funds across both traditional and alternative assets—including real estate, stocks, cryptocurrency, tax liens, tax deeds, multi-family properties, and even precious metals like gold and silver. It’s true portfolio diversification, all under one powerful retirement account.
Banking Control
A dedicated checking account, set up for you, giving you full control over your retirement funds. This allows you to act fast on time-sensitive investment opportunities—no third-party delays, just direct access when you need it most.
Privacy & Liability Protection
A barrier that separates your personal identity from the account, enhancing protection against lawsuits and creditors.
Clients
1,500
Clients
99%
Happiness Rate
15
Years of Excellence
"I never imagined taking control of my retirement could be this simple. The TruIRA setup has completely transformed how I invest—real estate, stocks, crypto —you name it. The turnaround time was fast. And I didn't have to lift a finger!"
— Keith M., Entrepreneur
"I thought retirement accounts were rigid and limiting—until I found Ascension. Now I have a QRP with true flexibility, a private LLC that shields my assets, and the ability to invest like the wealthy. The best part? They handled every detail."
— Lisa S., Real Estate Investor
"I’ve worked with other firms before, but none made the process this easy. My TruIRA was funded, the LLC was formed, and my brokerage account was set up—all within a week. I felt empowered, not overwhelmed."
— Carlos M., Engineer & Forex Investor
"Setting up my LLC and TruIRA with Ascension was the smartest move I’ve made for my future. The process was seamless—It felt like I had a personal retirement concierge."
— Henry L., Small Business Owner
"From start to finish, the service was exceptional. My QRP and LLC were structured perfectly, and I had full control of my investment account in just a few days."
—Michael L., Independent Consultant
ABOUT
Strategic Structure. Purpose-Driven Wealth.
At Ascension Business Group, we specialize in helping individuals and business owners take control of their retirement future—intentionally and strategically. With over 27 years of experience supporting small business growth and more than 15 years dedicated to Qualified Retirement Plans (QRPs), we’ve become a trusted partner in building smart, compliant, and highly flexible wealth structures.
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We design Premium Self-Managed Retirement Accounts like the TruIRA and QRP, empowering clients to break free from the limitations of traditional investing. Our approach allows you to direct your retirement funds into powerful alternative assets such as real estate, crypto, private equity, and more—all while enjoying tax advantages and liability protection.
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But we go further than accounts—we build infrastructure.
From forming LLCs to managing asset allocation across multiple entities, we provide the foundation and tools needed to protect your investments and scale your business.
Our promise?
You stay in your lane—we handle the logistics. Fast turnaround times, concierge-level hospitality, and full compliance every step of the way. We’ve made it our mission to do the heavy lifting so you can focus on building a legacy.
Build smarter. Invest stronger. Schedule a consultation with Ascension Business Group today and let’s design your future—intentionally and the right way from the start.