Take Control of Your Financial Future with a Certified Financial Advisor in Washington

Washington residents are rethinking their approach to wealth, independence, and financial planning. At Ascendant Financial, we offer expert guidance through the Infinite Banking Concept (IBC), helping you take control of your money and build long-term financial stability.

Free Yourself from Traditional Financial Limitations

Many Washingtonians are looking for a smarter way to navigate unpredictable markets and rising costs. The Infinite Banking Concept allows you to become your own banker by leveraging a properly structured whole life insurance policy. This powerful system helps you bypass conventional financial institutions and manage your own capital on your terms.

With support from an Ascendant financial advisor, you can have:

Tax-free growth

Access policy loans without triggering taxes. Your money continues to grow inside the policy even while you’re using it elsewhere.

Flexibility and control

IBC puts you in charge. There are no bank approvals or market restrictions—just direct access to your capital when you need it.

Entry at any income level

From Seattle to Spokane, our advisors work with Washingtonians from all financial backgrounds to create customized strategies.

Personalized financial support

Our advisors tailor your Infinite Banking plan to align with your unique goals, values, and vision for the future.

We’ve changed 1,400+ lives. Will you be one of them?

Is Ascendant Financial Right For You?

You have many choices for financial consultants in Washington, 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.

Those who succeed are:

Coachable and open to learning

Respectful, responsible, and kind

Have family values

Driven to secure your financial future

Ready to take the powerful first step to take control of their financial world.

Connect with a Local Financial Planner in Washington

You don’t have to navigate financial decisions alone. Whether you’re located in Tacoma, Bellevue, or anywhere in between, our team is here to help you create a plan that works for your lifestyle.

Take the first step by watching our free Infinite Banking webinar. When you’re ready, we’ll connect you with a certified financial planner in Washington who understands your local needs.

FAQs

What does a financial advisor in Washington 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 Washington 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 get started?

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 begin?

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?

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 have 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 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.