Take Control of Your Financial Future with a Certified Financial Advisor in Connecticut
Navigating the financial landscape in Connecticut takes more than guesswork. At Ascendant Financial, we help individuals and families use Infinite Banking to create strategies that are clear, flexible, and built to last. Our advisors guide you step by step so you can grow and protect your wealth with confidence.
Take Ownership of Your Finances in the Constitution State
Connecticut has a strong economic foundation, but many still rely on financial systems that limit control and increase risk. Infinite Banking offers a more intentional approach. You can grow your capital, access it when needed, and maintain full control of how it is used. No banks, no delays, and no unnecessary fees.
Keep More of What You Earn
Your policy’s cash value grows tax-deferred. You can access that value through policy loans without triggering taxable events, allowing your money to grow uninterrupted.
Access Money on Your Terms
You don’t have to wait for approval or explain how you will use your funds. Infinite Banking gives you the power to make financial decisions when and how you need to.
Start with Any Income Level
Infinite Banking works for professionals in Stamford and small business owners in Norwich alike. We help you structure a plan that fits your life stage and goals.
Work with an Advisor Who Understands You
Your financial strategy should be as unique as your goals. Our advisors take time to learn what matters most to you so your policy reflects your values and vision.
We’ve changed 1,400+ lives. Will you be one of them?
Build Wealth That Supports You and the Next Generation
Connecticut residents often prioritize long-term financial security and legacy planning. Infinite Banking can help you build lasting wealth while staying liquid, protected, and in control.
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 Connecticut, 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 Connecticut
A strong financial strategy requires personal guidance. Our certified financial advisors understand Connecticut’s economy and your unique goals. Once you’ve watched our webinar, we’ll connect you with a local advisor who can help you apply Infinite Banking in a way that fits your life.
FAQs
What does a financial advisor in Connecticut 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.
What can a financial advisor in Connecticut help with?
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 a secure financial 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 to earn a lot to use 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.
How quickly can I start Infinite Banking in Connecticut?
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.
Why choose Ascendant Financial for Infinite Banking?
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 speak 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.
What happens after I reach out to 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 in Connecticut 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.