Take Control of Your Financial Future with a Certified Financial Advisor in Oregon
True financial independence starts with the right plan. Whether you’re navigating life in Portland, Bend, or anywhere across Oregon, Infinite Banking offers a flexible, strategic way to build wealth with clarity and control. At Ascendant Financial, we help you take full ownership of your financial future.
Break Away from Traditional Financial Paths in Oregon
Oregonians are known for independence and innovation. When it comes to your finances, you should have a strategy that reflects the same values. Infinite Banking lets you build a personal financial system that puts you in charge. You gain liquidity, tax advantages, and long-term protection without relying on big banks or the stock market.
Grow Your Money Without Immediate Taxes
Your policy’s cash value grows tax-deferred and continues compounding even while you borrow against it.
Access Capital on Your Terms
You do not need permission or credit checks to access your own money. Use it when and how you choose.
Designed for All Stages and Income Levels
From business owners in Salem to young professionals in Eugene, Infinite Banking can be tailored to meet your financial situation and goals.
Advisors Who Prioritize You
Our team works to understand your life, values, and long-term vision. Every policy is built around your personal needs and timeline.
We’ve changed 1,400+ lives. Will you be one of them?
Build a Long-Term Financial Legacy in Oregon
Whether you’re planning for retirement, growing a business, or thinking about your family’s future, Infinite Banking is designed to support multi-generational goals. It allows you to grow and preserve wealth in a way that gives you control for life.
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 Oregon, 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 Oregon
When you’re ready to take action, we’ll connect you with a certified financial advisor who understands Oregon’s economy and your personal priorities. Once you complete the webinar, we’ll help you design a plan that works for you now and in the future.
FAQs
What does a financial advisor in Oregon 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 does a financial advisor in Oregon 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 to use in Oregon?
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 high 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 soon can I start Infinite Banking in Oregon?
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 sets Ascendant Financial apart from other firms?
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 in Oregon?
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 hiring a financial advisor in Oregon 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.