Take Control of Your Financial Future with a Certified Financial Advisor in Ohio
Planning for the future in Ohio means more than preparing for retirement. It’s about gaining clarity and control over your financial life today. At Ascendant Financial, we help Ohioans create long-term wealth strategies using Infinite Banking, giving you more options and fewer limitations.
Take Control of Your Wealth in a State Built on Independence
Ohio’s legacy of industry and innovation reflects a strong tradition of self-reliance. With Infinite Banking, you can break away from outdated financial systems and take full control of how your money grows, moves, and serves your future.
Keep More of Your Growth, Tax-Free
With Infinite Banking, your policy’s cash value grows tax-deferred and can be accessed without triggering taxable events. That means you can use your money without losing it to penalties or unnecessary taxation.
Full Access Without Loan Restrictions
Unlike banks or credit unions, Infinite Banking lets you borrow against your policy when you need it, without jumping through hoops. You set the terms, timing, and purpose of your policy loans.
Designed for Any Stage of Financial Growth
Whether you’re early in your career or already building assets, Infinite Banking adapts to your income level and goals. You don’t need to be wealthy to start creating financial freedom.
Real Support from Advisors Who Listen
Your Ascendant advisor helps you structure a personalized plan that aligns with your values, family, and future. We focus on education and long-term strategy, not product pushing.
We’ve changed 1,400+ lives. Will you be one of them?
Build Generational Wealth That Reflects Ohio Values
Infinite Banking is more than a financial tool. It’s a mindset of ownership, stewardship, and freedom—ideals that resonate with families across Ohio. This approach helps you prepare for uncertainty while building a legacy that lasts.
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?
From Cincinnati to Cleveland, Ohio residents are looking for alternatives to mainstream banking and unpredictable investing. If you’re ready to take more control over how your money is stored, accessed, and grown, Ascendant Financial may be a strong 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 Ohio
Your financial plan should reflect your goals, your life, and your values, not a one-size-fits-all product. Our advisors take the time to understand your needs and structure an Infinite Banking strategy around your future.
Once you’ve completed our free webinar, we’ll match you with a certified financial advisor in Ohio who can help you get started.
FAQs
What does a financial advisor in Ohio 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 an Ohio-based financial advisor do for me?
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 secure?
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 I use this approach without a high income?
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 get started?
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 makes Ascendant Financial a good fit for Ohio residents?
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 connect 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 should I expect after contacting 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 hiring a financial advisor in Ohio 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.