Take Control of Your Financial Future with a Certified Financial Advisor in Vermont
Choose a Smarter Approach to Managing Wealth
Traditional banks and investment accounts come with restrictions, third-party control, and unpredictable outcomes. Infinite Banking offers a powerful alternative. By using a dividend-paying whole life insurance policy, you can grow your money while keeping full access and control.
Growth That Doesn’t Slow Down
Even while you access your funds, your policy’s cash value continues to grow. This creates uninterrupted compounding for long-term financial strength.
Use Your Funds Without Outside Permission
Avoid loan applications, credit checks, or waiting on approval. Infinite Banking puts you in charge of how and when you access your money.
Designed for All Types of Vermont Incomes
Whether you live in Burlington or Barre, your strategy is tailored to your financial goals. You don’t need a high income to get started.
A Long-Term Partner in Your Corner
Your Ascendant advisor will support you through every stage of your plan. We’re here to educate, guide, and refine your strategy as your life evolves.
We’ve changed 1,400+ lives. Will you be one of them?
Create a Reliable Legacy in Vermont
Whether you’re planning for retirement, managing a small business, or preparing for future generations, Infinite Banking gives you a tool that adapts. With the right structure, your wealth becomes a foundation that can serve your family for decades.
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 Vermont, 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 Vermont
Once you’ve watched the Infinite Banking webinar, we’ll introduce you to a certified advisor who understands Vermont’s financial landscape. Your strategy will be built for where you are — and where you want to go.
FAQs
What does a financial advisor in Vermont 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.
Why should Vermonters consider a financial advisor?
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 strategy in Vermont?
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 middle-income earners in Vermont use this system?
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 someone begin Infinite Banking in Vermont?
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 in Vermont?
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 best time to work with a financial advisor in Vermont?
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 contact Ascendant Financial in Vermont?
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 hiring a financial advisor in Vermont?
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.
