Take Control of Your Financial Future with a Certified Financial Advisor in Utah
Build a resilient financial system that aligns with your values and gives you true control over your money in Utah. You’ll be guided by trusted experts at Ascendant Financial.
Rethink Your Financial Strategy and Take Ownership in Utah
More Utah residents are rethinking how they save, spend, and invest. The Infinite Banking Concept (IBC) gives you the ability to take back control of your financial outcomes and create a system that works for you. Not the banks or the market.
With support from a certified financial advisor, you can:
Unlock tax-efficient cash flow
Your policy’s cash value grows tax-deferred and can be accessed tax-free through structured loans, giving you access to funds when you need them without penalties.
Use your capital on your terms
Break free from traditional bank restrictions. IBC allows you to access your savings on your schedule without interrupting its compounding growth.
Begin your journey regardless of income
Whether you’re just getting started or have been saving for years, Infinite Banking is adaptable to your financial situation. Your starting point is your own.
Get ongoing coaching and clarity
We provide more than a product. You’ll receive tailored financial education and support to confidently implement Infinite Banking.
We’ve changed 1,400+ lives. Will you be one of them?
Secure your family’s generational wealth with an Ascendant Financial Advisor in Utah
Infinite Banking is an approach that works for anyone willing to take control of their financial future, regardless of current income or background. Our certified financial advisors in Utah will meet you where you are and show you 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 Utah, 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 Utah
Clarity and education are the first steps to regaining control of your finances. Start by watching our free Infinite Banking webinar, where you’ll learn the basics and see how the strategy can apply to your life. Then connect with a local advisor who will help you take the next step.
FAQs
What does a financial advisor in Utah 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 Utah 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 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.
Do I need to be wealthy 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 fast 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.
Why choose Ascendant Financial?
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?
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.
How do I know I’m choosing the right advisor?
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 a financial advisor 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.