Take Control of Your Financial Future with a Certified Financial Advisor in California
If you live in California and want more clarity, control, and long-term security in your financial life, Infinite Banking may offer the solution. A certified financial advisor at Ascendant Financial will guide you through creating a strategy that protects your wealth and helps you achieve financial independence.
Break Free from California’s Traditional Financial Constraints
In a state like California, where the cost of living, taxes, and housing expenses can put pressure on even high-income households, many residents are looking for financial strategies that offer more control. Infinite Banking provides an alternative to traditional saving and borrowing by allowing you to grow and access your money on your own terms, without depending on banks or market performance. It’s a way to stabilize your financial life while building long-term value.
Tax-free growth
Infinite Banking gives you access to capital without generating a taxable event. Your cash value grows inside your policy even while you borrow against it.
Flexibility and control
Use your money when and how you choose, without waiting on banks or meeting strict loan conditions. With IBC, you set the rules for access, repayment, and use of your funds.
It’s accessible for all income levels
Whether you’re a tech worker in San Jose or a small business owner in Fresno, Infinite Banking can be structured to match your income and financial stage. You don’t need to be wealthy to start building control.
Personalized support
Your Ascendant advisor works with you to design a policy that fits your goals, lifestyle, and values. Our approach is built around long-term planning, not one-size-fits-all solutions.
We’ve changed 1,400+ lives. Will you be one of them?
Build Generational Wealth in a State Known for Innovation and Independence
Infinite Banking gives Californians a unique opportunity to build wealth that extends beyond the present moment. By leveraging a properly structured whole life policy, you can protect your income, plan for future expenses, and pass down assets with intention. Whether you’re focused on retirement, legacy planning, or reinvesting in your family, the right structure makes a lasting difference.
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 consultants in California, 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 to design your IBC Policy over the coming weeks.
Connect with a Local Financial Planner in California
The right financial decisions start with a clear understanding of your options. Our free Infinite Banking webinar offers an easy way to learn the basics so you can move forward with confidence.
When you’re ready, we’ll match you with a certified financial advisor in California who can help you structure your personalized plan.
FAQs
What does a financial advisor in California 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.
How can a financial advisor support your goals in California?
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 the Infinite Banking Concept a secure strategy?
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.
Do I need a high income to benefit from Infinite Banking?
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.
What’s the typical timeline 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.
What sets Ascendant Financial apart from other firms?
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 should I reach out to 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.
What happens after I contact Ascendant Financial?
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 working with a financial advisor really a good investment?
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.