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WELCOME TO AXIAS WEALTH ADVISORS

We understand the uncertainty of the future, be it 4 days, 4 years, or 40 years from now. Our thorough planning processes and commitment to our clients enables us to ensure you confidently approach your financial future.

Physicians, engineers, consultants and business and/or land owners most commonly approach us with questions other advisors haven’t yet clarified for them. In such cases, we provide a patient approach to finding the best answers.

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Debt /Cash Flow Management

Debt /Cash Flow Management

Student loans, lines of credit, and other debt should be regularly benchmarked. Increasing your credit profile can be just one way to lessen the costs of servicing your obligations.

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Investment Management

Investment Management

Growing your resources with the most appropriate asset location, allocation and taxation are necessary to maximize returns vs. risks taken. Dedicated processes and due diligence are needed in an ever changing market and tax environment.

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Retirement

Retirement

Imagine using your last ounce of energy to climb Mount Everest, with no strategy for returning to home. You save money so you and your loved ones can later enjoy it. Beginning with the end in mind, considering market movements, tax law changes, etc., allows retirement to be far more efficient than beginning with no distribution strategy.

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Risk Management

Risk Management

Whether it’s a job loss, death, disability, lawsuit, or property damage, risks to your plan can present themselves at any time. Holding appropriate reserves, insurances, and legal instruments can protect your money… and your future.

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Your Cash Flow Statement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.
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5 Smart Investing Strategies

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.
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Medicare vs. Medicaid

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
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Buying a Vacation Home? 5 Questions to Consider First

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
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