Take Control of Your Financial Future with a Certified Financial Advisor in New York
Protect your family’s financial future using the Infinite Banking Concept in New York, backed by expert support from Ascendant Financial.
Build a Financial Strategy That Works for You
Across New York, more individuals are choosing to reclaim their financial independence. The Infinite Banking Concept (IBC) provides a structured way to grow wealth, maintain control, and access capital on your terms.
Working with an Ascendant advisor helps you:
Grow capital with tax advantages
Use your policy’s cash value without immediate tax impact. Your funds continue to grow while staying accessible for opportunities or emergencies.
Use your money without waiting
No more loan approvals or early withdrawal penalties. With IBC, your capital is available when you need it.
Start wherever you are financially
Whether you’re in Manhattan, Buffalo, or Albany, you don’t need to be wealthy to begin. We’ll help you build a plan that grows with you
Get expert guidance focused on your future
Our advisors are educators who help you understand how your policy works and how to maximize its long-term 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 York
Infinite Banking is for anyone ready to take a more active role in their financial decisions. 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 consultants in New York, 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 New York
Start your Infinite Banking journey by watching our on-demand webinar. Then speak with a New York-based advisor to plan your next steps.
FAQs
What does a financial advisor in New York 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 talk to a financial advisor?
Now is a great time to speak with an advisor. Whether you’re managing debt, building assets, or planning retirement, a financial advisor can help you clarify your direction and improve your outcomes.
How do I find the right advisor for my goals?
Ascendant matches you with a certified advisor in New York based on your financial priorities and personal goals. This ensures that your advisor understands your situation and can offer relevant guidance.
Is it worth investing in financial advice?
Yes. A good financial advisor helps you avoid costly mistakes and find the best path forward for your money. The clarity and structure they bring often lead to better financial outcomes and greater peace of mind.