Broker Check

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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<p>To Buy or Not to Buy</p>

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.
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<p>What Is My Risk Tolerance?</p>

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.
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<p>Insurance Needs Assessment: When You're Newly Married</p>

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.
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<p>My Retirement Savings</p>

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.
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DO YOU HAVE ANY QUESTIONS?

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