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Partner with Axial

Working Together

Strategic Alliances

We partner with trusted professionals like you; accountants, attorneys, and other centers of influence, to provide your clients with our in house investment capabilities, with the potential to share a percentage of the fee based compensation with you.

Integrated
partners

Why We Stand Out

What Makes Us Different

Our team of in house specialists and partners work as one team with the goal of helping our clients through all facets of their lives, in conjunction with achieving their goals. Ways in which we separate ourselves from the competition:

  • 8 Certified Financial Planners CFP ®
  • In-house Portfolio Management Team
  • Certified Divorce Financial Analyst CDFA ®
  • Cyber Safety – encrypted uploads and downloads for clients
  • 6 Accredited Investment Fiduciary’s AIF ®
  • National Social Security Advisor ®
  • Fellow Health Insurance Advanced Studies Specialist ®
  • Certified Long Term Care Specialist CLTC ®
  • Tax Planning for your unique situation
  • Help with your retirement plan investment choices
The Axial Difference

Comprehensive Planning For Your Wealth Management

Services

We will help protect and preserve your client’s assets as their wealth grows, utilizing the strategies below:

Saving & Asset Accumulation

We work hard to help you grow your assets and investments.
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Risk Management

Risk management is intended to help you minimize or mitigate potential losses.
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Taxation

Tax planning helps you consider the tax liabilities and implications of financial choices.
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Business Planning

We can help you plan for the future of your business to protect and preserve its value.
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Retirement Planning

Retirement planning involves building toward your desired retirement lifestyle.
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Estate Planning

Estate Planning helps you plan for your heirs and property during your life and at the end of it.
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Investment Management

Prudent investment planning helps you grow and accumulate wealth for your future.

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Financial Planning

Our Process

We make sure to always communicate with you to ensure we are keeping your goals at the center of what we do.

1Understanding Your Personal Circumstances

First, we schedule you to come into our office or join us via video conference to meet with one of our advisors. We want to get to know you, your family, and your lifestyle personally before any additional steps. We can’t start the financial planning process without knowing your current financial situation, and future goals, wants, and wishes.

Click here to schedule a call with us today.

2Identifying Your Goals

After the initial meeting, we will collaborate to help identify your prospective goals and how we can achieve them. We do this by having you provide us with specific information. To get a full understanding of your current situation, we will need financial statements, estate documents, pension plan paperwork, social security statements, and life insurance policies. Using this information, we can help you achieve your possible future goals of:

  • Retiring by a certain age, while living stress-free
  • Paying for healthcare during retirement
  • Planning for your children’s college
  • Taking those vacations you have always wanted to

 

Download Our Financial Planning Workbook

3Analyzing and Developing Your Financial Plan

We establish a full understand of where you currently stand by skillfully crafting your current financial situation. We evaluate all the data you have provided us by using the state-of-the-art technology we have invested in. With your collaboration we will expertly craft your personal financial plan listing out all your assets, liabilities, and goals.

Next, we will analyze all your current holdings in your accounts and determine if this allocation of your assets will help you achieve all your goals which we have laid out. Which may entail – leaving a legacy to your family or charity, purchasing a vacation home, paying for your child’s college education, or just living comfortably during retirement.

4Presenting Your Financial Plan

Here, we will present our recommendations to you, with the assistance of our cutting edge financial and tax planning software, called Money Guide Pro, Riskalyze, and Holistaplan. These platforms will help us craft and present your plan in the easiest to understand way possible.

5Implementing Your Financial Plan

Your advisor and our in-house portfolio management team will implement your plan by investing in the specific portfolios we have agreed upon while working together towards your goals, and our additional recommendations. In addition, athroughout the entire process we will be working with your tax advisor and estate attorney, so you have a full and complete financial plan.

6Monitoring and Updating Your Financial Plan

Over time, all plans will need to change as our lives are always changing. We take initiative to monitor your personalized plan closely and modify as needed. You will be involved along every step of the way, as your relationship with Axial and your advisor only begins once your plan is implemented. This step is the most critical, because as your life and needs change we need to be able to adapt to those changes. Anything from family or personal changes, risk tolerance reduction, inheritance, or employment changes.

Knowing where you stand is critically important and that is why we offer our clients a trailblazing financial platform, where you can consolidate all of your lifelong savings and assets in one place. This way our clients are able to get a complete financial view all on one platform.

Over time, all plans will need to change as our lives are always changing. We take initiative to monitor your personalized plan closely and modify as needed. You will be involved along every step of the way, as your relationship with Axial and your advisor only begins once your plan is implemented. This step is the most critical, because as your life and needs change we need to be able to adapt to those changes. Anything from family or personal changes, risk tolerance reduction, inheritance, or employment changes.

Knowing where you stand is critically important and that is why we offer our clients a trailblazing financial platform, where you can consolidate all of your lifelong savings and assets in one place. This way our clients are able to get a complete financial view all on one platform.

View Our Full Process

Additional Strategies

Trusted Professionals

By partnering with us, you create valuable opportunities for new and existing clients, diversify your offerings, and strengthen your income stream.

Collaborate

When you collaborate with us, you can expand your role as a trusted advisor by offering your clients access to more comprehensive financial services while you maintain full control of your client relationships.

Focus on your Business

This approach enables you to help your clients achieve their financial goals while you remain focused on your core business and grow your practice.
Trusted Professionals

Partner With Us

We’d be happy to set up a call with one of our partnership specialists to discuss our future.

Partner