Take Control of Your Financial Future with a Certified Financial Advisor in Rhode Island
Financial stability in Rhode Island starts with clarity. Whether you live along the coast or in the heart of Providence, building wealth requires more than short-term thinking. At Ascendant Financial, our advisors help you take control of your financial future using a strategy designed for long-term success.
Take Control of Your Wealth in the Ocean State
Rhode Island may be small, but the financial goals of its residents are anything but. Infinite Banking helps you grow your wealth while keeping it accessible, secure, and aligned with your personal values. This approach puts you in the driver’s seat without relying on traditional banks or unpredictable markets.
Build Wealth That’s Never Taxed on Access
Your policy’s cash value grows without triggering taxes when accessed the right way. This gives you more flexibility, fewer penalties, and long-term control of your money.
Use Your Money Without Asking Permission
Infinite Banking removes the red tape. You can borrow from your policy when you need to, without waiting for approval or meeting strict repayment conditions.
Start Small and Grow Steadily
You do not need to be wealthy to get started with Infinite Banking. Our team can help you design a plan that fits your current income, lifestyle, and financial goals.
Personalized Support That Puts You First
At Ascendant, your advisor works with you to build a policy around your life and values. We take the time to understand your goals and help you design a strategy that supports them.
We’ve changed 1,400+ lives. Will you be one of them?
Create Generational Wealth That Lasts in Rhode Island
Legacy planning is just as important as wealth building. Infinite Banking helps Rhode Island families protect their financial future while staying liquid and in control. It’s not about products. It’s about structure, education, and long-term strategy.
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?
Rhode Island families value security, education, and control. If you are looking for a smarter way to manage money and preserve it across generations, Infinite Banking could be a fit for you.
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 Rhode Island
Your financial goals deserve more than a generic plan. Our certified advisors understand the local economy and take time to build strategies that support your goals in a way that works for you.
Once you watch the webinar, we’ll connect you with a financial advisor in Rhode Island who can help you move forward with confidence.
FAQs
What does a financial advisor in Rhode Island 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 Rhode Island help me 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 safe way to build wealth?
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 Infinite Banking with a modest 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 with IBC in Rhode Island?
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 different for Rhode Island 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 is the right time to meet 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 Rhode Island 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.