What We Do
Comprehensive is more than just a word. It defines the holistic approach that we take in our business.
Partner with Us
Comprehensive is more than just a word. It defines the holistic approach that we take in our business. This approach evolves into a multi-phase process that requires thoughtful analysis of all aspects of our clients lives; not just a few. We know that all of our clients are unique. And by being unique they need and deserve a customized wealth plan. Our process and final plan will consider everything that is important to you and your family.
As an independent fee-only financial advisory firm, Axis Advisors, LLC is able to offer what is in our clients best interests and in line with what their financial and wealth management plan calls for. We do not have or sell any proprietary products and our fee structure is transparent to our clients. We are committed to our clients because we understand that without them, Axis Advisors, LLC can not exist.
Business Planning
We work with our business clients to assess their business and liability risks, investments, opportunities, employee benefits and retirement planning needs.
Business Planning
We work with our business clients to assess their business and liability risks, investments, opportunities, employee benefits and retirement planning needs. Whether designing a 401(k) plan or other retirement planning vehicle or lending our expertise and advice on business operations, we are prepared to work with our clients and include other professionals when necessary.
Estate and Succession Planning
Whether by leaving assets to heirs or one’s most cherished organization, we work with our clients to develop an estate transfer strategy that ensures that wishes are met while factoring issues such as taxation, family disagreement and other challenges that may arise.
Estate and Succession Planning
Whether by leaving assets to heirs or one’s most cherished organization, we work with our clients to develop an estate transfer strategy that ensures that wishes are met while factoring issues such as taxation, family disagreement and other challenges that may arise. In most cases, the goals of an estate plan are to:
- Provide for loved ones upon their passing
- Leave a legacy
- Continued management of one’s estate
- Minimizing tax consequences on an estate
By working with attorneys specializing in estate planning matters, we coordinate the estate planning process for our clients and work with the estate planning attorney, CPA and tax specialist to development an estate plan that reflects our clients goals and wishes.
Financial Planning
Our holistic approach to financial planning will take you on a journey that will require you to make an investment of time in you and the legacy you wish to leave. What is our process?
Financial Planning
The financial planning process involves more than just producing a document. It's a life plan.
Our holistic approach to financial planning will take you on a journey that will require you to make an investment of time in you and the legacy you wish to leave. What is our process?
Evaluation. Before we can make any recommendations, we must evaluate all of the elements of your financial and life circumstances. During the evaluation phase of the financial planning process we will sit with you and engage in a very open and candid discussion about your assets, liabilities, concerns and life goals. Once we have all of the facts and data needed to begin, we will begin designing your and your family's plan.
Develop and Implement the Plan. Once we have the necessary information, we will develop your plan. Your plan will reflect the specifics we discussed during the evaluation phase. This includes your time horizon, risk profile, tax consideration, estate and legacy goals and how you wish to enjoy your quality of life. This plan will include investments and strategies that take into account your specific profile and also present economic and market considerations that may affect your plan.
Monitor the Plan. Creating a financial and wealth management plan is not a once in a life time event. It does not end. Your plan will be reviewed and monitored on a regular basis. With your input, we will periodically review your portfolio and address any life events that may require us to update your plan to reflect necessary changes.
Insurance Planning
Life can surprise us with unexpected events such as illness, death or an unexpected natural disaster. We work with our clients to assess their risks and develop strategies to manage and mitigate them.
Insurance Planning
Life can surprise us with unexpected events such as illness, death or an unexpected natural disaster. As part of our wealth management and financial planning process, we work with our clients to assess their risks and develop strategies to manage and mitigate them. This is why our process involves regular reviews to ensure that the plan that is in place is an adequate one. As circumstances and needs arise, our professionals will assess what options exist and make appropriate recommendations based on the client’s needs.
Investment Management
Our firm's open architecture will provide you with access to institutional level investment management and products, research, trading services and professionals that will be your financial and life advisors.
Investment Management
Our firm's open architecture will provide you with access to institutional level investment management and products, research and trading services and professionals that will be your financial and life advisors. We do not offer any proprietary investment products and do not receive any compensation from the investments we recommend. We are compensated for the advice that we provide and the advisory fees we charge.
Retirement Planning
You've worked hard to get to here. Our goal is to work with you to preserve your wealth and be your partner in helping you achieve your retirement planning goals.
Retirement Planning
Retirement security is a fundamental component of the financial planning process. You've worked hard to get to here. Our goal is to work with you to preserve your wealth and be in a partner in helping you achieve your retirement planning goals. Our expertise in retirement planning begins with defining retirement goals and objectives and then developing a sustainable retirement income plan.
Who We Work With
We know that all of our clients are unique. And by being unique, they need and deserve a customized wealth plan that specifically fits their needs and desires.
Our Clients
Individuals
Our clients have specific needs and we have specific solutions that are customized for them. At Axis Advisors, LLC our approach to managing wealth management needs is based on the premise that each client relationship is unique. By taking a team approach we are able to analyze the client’s needs and circumstances across the financial spectrum offering our clients experience, discipline and trust.
Families
A family’s goals can be complex. At times and this requires professional experience in order to navigate the many issues that families face when making financial and wealth management decisions. The financial decisions that families must make are more than just about money, they are about lifestyle and a legacy. We’re here to advise our clients every step of the way.
Businesses
For most business owners, the most significant risk they have taken during their lives has been to start or purchase a business. For many, their personal finances are deeply connected to their business affairs. As business owners ourselves, we understand the challenges that involve creating and maintaining a successful business. Our experience allows us to work with business owners and analyze their opportunities, risks and succession plans
Institutions
Philanthropic and non-profit institutions rely on high fiduciary standards from the financial professionals they work with. At Axis, we work with institutions to develop, implement and monitor an investment policy that is aligned with their goals and objectives. Our investment selection process is built with any specific considerations that our clients wish to include in their portfolio design.
