Take Control of Your Financial Future with a Certified Financial Advisor in New Jersey
Ensure your family’s financial foundation is strong with Infinite Banking in New Jersey, supported by trusted guidance from Ascendant Financial.
Say Goodbye to Uncertainty and Build a Personalized Wealth Strategy
Across New Jersey, individuals and families are searching for more predictable, flexible ways to grow and preserve wealth. The Infinite Banking Concept (IBC) offers an alternative path—one focused on empowerment and long-term security.
An Ascendant financial advisor will help you:
Grow wealth in a tax-efficient way
Your policy’s cash value accumulates without current taxation. Access funds when needed while allowing your capital to continue growing in the background.
Use your money on your terms
With IBC, you don’t have to wait for loan approvals or worry about penalties. Your funds are available when life requires them.
Start from where you are financially
Whether you’re in Newark, Princeton, or Toms River, our advisors will build a strategy that suits your income, lifestyle, and financial priorities.
Receive support from experts who teach, not sell
Our team is focused on education. You’ll gain a clear understanding of how your whole life policy works, how to fund it, and how to maximize its value.
We’ve changed 1,400+ lives. Will you be one of them?
Secure your family’s generational wealth with an Ascendant Financial Advisor in New Jersey
Infinite Banking is a practical option for those who want more control over their financial life. We’ll 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 New Jersey, 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 New Jersey
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 New Jersey 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 should I speak 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.
How can I make sure I’m matched with 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 it worth paying for financial advice?
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.