Take Control of Your Financial Future with a Certified Financial Advisor in Texas
True financial independence means taking control of your money and putting it to work for your future. At Ascendant Financial, we help Texans harness the Infinite Banking Concept to create long-term wealth strategies that offer stability, flexibility, and peace of mind.
Build Financial Confidence in a State That Values Freedom
In Texas, freedom and self-reliance are part of the culture. That same mindset can be applied to your finances through Infinite Banking. Instead of relying on big banks or volatile markets, you gain direct control over how your money grows and moves. There is no need for outside interference.
Grow Your Wealth Without Tax Penalties
With Infinite Banking, your cash value grows tax-deferred. You can borrow against it without triggering taxable events, allowing you to grow and access funds on your own terms.
Use Your Capital Anytime, for Anything
Skip the waiting period and approval process. You decide when and how to use your money, whether it’s for business, emergencies, or opportunities.
Start with What You Have
From Austin startups to rural landowners, Infinite Banking is adaptable to your income, lifestyle, and financial goals. You don’t need to be wealthy to take the first step.
Advisors Who Understand Your Goals
Our advisors listen first and guide second. Every policy is tailored to your personal situation. We do not rely on a one-size-fits-all product.
We’ve changed 1,400+ lives. Will you be one of them?
Create Long-Term Wealth That Reflects Texas Values
Texans know how to think big. Infinite Banking helps you preserve, grow, and pass on your wealth with intention. Whether you’re planning for retirement or building a legacy, we help you structure financial strategies that support freedom across generations. You’ll learn how to:
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 Texas, 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 Texas
Financial planning in Texas should be as practical and personal as the state itself. At Ascendant Financial, we connect you with certified advisors who understand your financial goals and help you build a strategy that reflects them.
After watching the webinar, we’ll match you with a financial advisor in Texas who’s ready to help you implement Infinite Banking in a way that fits your lifestyle.
FAQs
What does a financial advisor in Texas 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 Texas-based financial advisor help 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 financial strategy?
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 use 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 quickly can I start Infinite Banking in Texas?
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 Texans?
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 reach out 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.
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 it worth working with a financial advisor in Texas?
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.