Our Services

We offer a broad suite of products and services to meet your ever changing needs. At Axex Financial we begin our conversations with our clients by getting to know your personal situation and needs and then searching the world of financial options to find the right fit for your situation. We pride our selves on being an open architecture office, meaning that we are not beholden to any particular product or product group. This gives our firm the unique opportunity to always find the right product for you, not just the best fit from what we happen to have available.

Once your goals and needs have been established, we will customize appropriate strategies to suit your vision and objectives. We can then help you execute a sound financial program utilizing the following products and services:

BROKERAGE

  • Managed Wrap Accounts
  • Unified Managed Accounts
  • Separately Managed Accounts
  • Mutual Funds
  • Equities
  • ETFs
  • Fixed Income
  • Municipal & Corporate Bonds

INSURANCE PRODUCTS

  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Health Insurance
  • Medicare Supplemental Insurance
  • Group Insurance
  • Buy/Sell Agreements
  • Advanced Insurance Strategies

RETIREMENT ACCOUNTS

  • IRA, Roth, SEP, Simple IRAs
  • Pension Plans
  • 401(k), 403(b) plans
  • Profit Sharing plans

ANNUITY

  • Variable Annuities
  • Fixed Annuities
  • Equity Indexed Annuities
  • Immediate Annuities

PLANNING SERVICES

  • Debt and Budgeting Management
  • Tax Management
  • Investment Management
  • Retirement Strategies 
  • Estate Conservation
  • Business Cash Flow Management
  • Insurance and Annuity Products

ALTERNATIVES

  • Alternatives are discussed upon request.  Alternatives may not be suitable for all investors

All Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.