Take Control of Your Financial Future with a Certified Financial Advisor in Minnesota
Building long-term wealth in Minnesota requires more than saving and hoping. It means working with someone who can help you apply clear strategies with long-term purpose. At Ascendant Financial, we help Minnesotans implement Infinite Banking to grow and protect wealth on your terms.
Create Financial Freedom in a State Known for Resilience
With rising living costs and economic uncertainty, more Minnesota families are looking for alternatives to traditional financial models. Infinite Banking allows you to take control of your money through a system that protects your growth, improves your liquidity, and aligns with your long-term goals.
Grow Wealth Without Tax Surprises
Infinite Banking gives your policy’s cash value room to grow tax-deferred. When structured properly, you can access that money without triggering a taxable event.
Use Your Capital on Your Terms
You don’t need to qualify for a bank loan or follow someone else’s rules. With Infinite Banking, you can borrow from your policy when and how you need to.
Start Where You Are, Grow From There
Whether you’re in the Twin Cities or a small town, Infinite Banking can be tailored to match your current income and future goals. You don’t need to be wealthy to get started.
Financial Strategies Built Around You
Your financial life is not a product. It is a plan. Our advisors take time to understand your situation and help structure an Infinite Banking policy that meets your needs, goals, and values.
We’ve changed 1,400+ lives. Will you be one of them?
Build a Legacy of Financial Strength for Generations to Come
Minnesota families care deeply about stability, community, and future planning. Infinite Banking gives you tools to pass on more than just assets. It helps you build financial habits that last for generations.
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?
Minnesotans know the value of planning ahead. Whether you’re looking for more financial independence or smarter strategies for protecting your income, our approach to Infinite Banking could be a fit.
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 Minnesota
We understand the financial challenges and opportunities unique to Minnesota. That’s why our advisors focus on education first. You can build confidence, strategy, and control.
After watching our free Infinite Banking webinar, we’ll connect you with a certified financial advisor in Minnesota who can help you take the next step.
FAQs
What does a financial advisor in Minnesota 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 Minnesota 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 a large 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.
How fast can I begin the Infinite Banking process?
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 in Minnesota?
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 best time to 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 Minnesota 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.