Services we offer
We offer a broad suite of products and services to address 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 appropriate fit for your situation. We pride ourselves on being an open architecture office, meaning that we are not beholden to any particular product or product group. This gives our firm an opportunity to always find the appropriate 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:
Financial Planning & Consulting Packages
Core
For households accumulating wealth, or retirees
Areas of Analysis
- Detailed Cash Flow Analysis
- Net Worth Statement
- Investment Analysis (Risk Tolerance, Asset Allocation & Placement, Savings Strategies)
- Retirement Outlook & Funding
- Life Insurance Review
- Education & Real Estate Purchase
- Employee Benefits Review
- Beneficiary Audit
Benefits & Deliverables
- Online Financial Portal
- Real Time Plan & Account Data
- Personalized Recommendations
- Prioritized list of Action Items
Comprehensive
For households in peak earning years, nearing or in retirement
Everything in Core, Plus:
Areas of Analysis
- Tax Mitigation Strategies
- Risk Assessment (Life, Disability, LTC,
- P&C Coverage, Stock Concentration)
- Estate Plan Review
- Executive Compensation & Stock Options
- Multiple Goal Analysis
- What-if Scenarios
Benefits & Deliverables - Coordination of action items with TPPs (CPA’s, Attorneys, Lenders)
Advanced
For households or business owners with complex planning needs
Everything in Comprehensive, Plus:
Areas of Analysis
- Charitable Planning Strategies
- Alternative Investment Strategies
- Complex Trust & Wealth Transfer strategies
- Estate Tax Mitigation
- Business Succession Planning
- Family Wealth Planning & Education
Benefits & Deliverables
- Advanced Deliverables
- Trust & Estate Flow Illustrations
Services we offer
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.
Additional Resources
For additional resources related to the items listed above, click the button below to learn more.