Take Control of Your Financial Future with a Certified Financial Advisor in Wisconsin
Working with the right financial advisor helps you move forward with clarity and purpose. At Ascendant Financial, we serve individuals and families across Wisconsin with a practical, long-term strategy called the Infinite Banking Concept. This approach puts you in charge of your money so it can grow with confidence and stay aligned with your goals.
Reclaim Control Over Your Financial Strategy
Many people rely on banks, investments, or retirement accounts that come with restrictions and volatility. Infinite Banking provides a more stable and flexible solution by using a properly structured whole life policy as your personal financing system. You control how your money grows, moves, and serves your future.
Long-Term Growth Without Yearly Tax Disruptions
Your cash value grows inside the policy without triggering annual taxes. You can borrow against it while the original value continues compounding.
Full Access on Your Own Timeline
You decide when and how to use your funds. There are no delays, applications, or outside approval processes involved.
Financial Planning That Fits Wisconsin Incomes
Whether you’re managing variable income in Kenosha or saving for retirement in Green Bay, Infinite Banking can be tailored to your earnings and lifestyle.
Expert Guidance at Every Step
Your advisor will walk with you throughout the process, helping you make informed decisions and adjust your strategy as life evolves.
We’ve changed 1,400+ lives. Will you be one of them?
Build a Financial Foundation That Supports Generations
Wisconsin families value security, responsibility, and independence. Infinite Banking aligns with those principles by helping you grow and use your money with greater control. This approach builds not just short-term flexibility, but lasting protection for you and your loved ones.
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 Wisconsin, 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 Wisconsin
After watching the webinar, we’ll match you with a certified financial advisor in Wisconsin. Your advisor will help you explore Infinite Banking and design a plan that reflects your goals and values.
FAQs
What does a financial advisor in Wisconsin 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 Wisconsin 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 for Wisconsin residents?
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 start Infinite Banking if I don’t earn a high 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 long does it take to get started with Ascendant Financial?
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 from other firms?
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 speak with a financial advisor in Wisconsin?
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 when 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 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.
