Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

At Axex Financial, we're dedicated to serving Entrepreneurs & Business Owners, Growth-Oriented Professionals, and Retirees & Pre-Retirees. Whether you're building a business, navigating career growth, or planning for a comfortable retirement, our tailored strategies are designed to meet your unique needs. From strategic investment planning and business succession strategies to comprehensive retirement and legacy planning, we are committed to guiding you through every stage of your financial journey. Discover how our personalized approach can empower you to achieve financial goals and an independent future.

The Advisors at Axex Financial are primarily fee-based financial planners. However, in our effort to create customized, tailored plans for our clients, we offer access to research and scrutinize all types of products, investment vehicles, managers, and ancillary lines (Life, Health, Disability Insurance) in order to provide risk mitigated, investment management and wholistic planning that is in your best interest. Our promise to our clients regarding these products is complete disclosure and transparency in fees, internal expenses and assigned compensation of these products at the inception of our conversation regarding them. 

1. Discovery Meeting

We ask you why you are seeking financial advice and discuss how we might work with you as advisors. If aligned, we schedule a complimentary financial analysis where we gain insight into your unique financial circumstances.

2. Complimentary Financial Analysis

We seek to understand your full financial picture and offer some preliminary suggestions. This meeting will show you how we would work together. If it is not a good fit, we will send you a summary of the meeting and end the engagement. If we decide to work together, we will schedule the plan presentation meeting.

3. Plan Presentation

We take what we learned from the analysis and turn it into a financial plan. We refine the preliminary plan and chart a path toward execution. Axex and you will likely have homework after this meeting.

4. Implementation Meeting

This is a touchpoint in the weeks following the plan presentation to check-in on next steps and talk through statements and how to access accounts if we opened investment accounts at Axex.

5. Dynamic Plan Review (ongoing)

We will schedule the first strategic review meeting three months later and then at least every six months to review and revise the plan as appropriate.