Take Control of Your Financial Future with a Certified Financial Advisor in Arizona
Plan your family’s financial future using the Infinite Banking Concept in Arizona, supported by the experts at Ascendant Financial.
Break Away from Financial Uncertainty and Build on Your Terms
Arizona residents are increasingly choosing to move beyond conventional savings and investment strategies. The Infinite Banking Concept (IBC) empowers you to recapture control of your finances and create a more stable and predictable system for building wealth.
With an Ascendant financial advisor guiding you, you can:
Unlock tax-advantaged growth
Tap into the cash value of your whole life policy without triggering taxes. Your capital grows while remaining accessible.
Use your money when you need it
Stop depending on market conditions or loan approvals. IBC puts your financial decisions back in your hands.
Get started no matter your current income
From Phoenix to Flagstaff, our advisors work with Arizonans from all walks of life. We help you build a plan that fits your current situation and grows with you.
Receive expert advice tailored to your goals
Your advisor will help you craft a strategy that reflects your personal values and long-term objectives.
We’ve changed 1,400+ lives. Will you be one of them?
Secure your family’s generational wealth with an Ascendant Financial Advisor in Arizona
Infinite Banking works for everyday Arizonans, not just the ultra-wealthy. Whether you’re starting out or planning your legacy, we can help you:
Watch our free, on-demand info webinar on IBC
Start your journey to financial freedom by learning the foundation of the Infinite Banking Concept from Jayson Lowe, Ascendant Financial’s founder.
Is Ascendant Financial Right For You?
You have many choices for financial advisors in Arizona, but you’re in the right place if you want a transformative approach to financial health and wellness.
Financial freedom takes some work and dedication to put into place. Your Ascendant Advisor will guide you every step of the way when implementing your Infinite Banking Concept.
Contact us to get started. A team member will reach out within one business day and work with you over the coming weeks to design your IBC Policy.
Connect with a Local Financial Planner in Arizona
Your journey starts with a better understanding. Watch our free, on-demand Infinite Banking webinar.
When you’re ready, we’ll connect you with a certified financial consultant near you.
FAQs
What does a financial advisor in Arizona do?
A financial advisor helps you navigate your financial situation, offering advice on investing, retirement planning, and debt management. This allows you to streamline your cash flow, returns, and financial liquidity. Working with a financial advisor can often help you develop a personalized financial plan to guide you through various life stages.
Is Infinite Banking safe?
Yes, Infinite Banking is safe if you are driven to do the work involved. It allows you to access tax-free growth and bypass market volatility, while gaining better control of your money.
Can anyone use the Infinite Banking Concept, or is it just for the wealthy?
You don’t have to be a millionaire to use the Infinite Banking Concept (IBC). Our financial advisors work closely with you to teach you how to invest, borrow, and save money to build generational wealth for you and your family, regardless of your experience or income.
How long does it take to get started with Infinite Banking?
You can be on your way to becoming your own banker in as little as a day. First, watch our webinar to understand IBC. Then, get in touch with us. A financial advisor will contact you in 24 hours with next steps.
How is Ascendant Financial different?
At Ascendant Financial, we lead with education. We are committed to empowering you to take control of your financial future with confidence. While you can purchase a policy anywhere, we help you properly structure and implement a custom-made policy, so you can build wealth, access your capital, and achieve long-term financial freedom.
When is the right time to work with a financial advisor?
Anytime is the right time to get help with your finances. Whether you’re just starting to build wealth or managing existing assets, a financial advisor can help you avoid mistakes and improve outcomes through strategic planning.
How do I choose the right advisor?
When you contact us, we’ll gather information about your goals and situation. Then we’ll assign an advisor who has the experience and approach that best fits your needs. This ensures you’re working with someone who understands your financial priorities.
Is a financial advisor really worth it?
Yes. Quality financial guidance helps you avoid costly errors, uncover better strategies, and stay accountable to your goals. The right advisor can bring clarity, structure, and long-term value to your financial life.