Axiom is a fee-only, CPA financial advisory firm that helps clients make smart financial decisions daily. All the pieces of your financial life are related. You can't decide about one without it impacting another. Helping you see the big picture, we work with all areas of your finances - retirement, investments, taxes, and more - to create a customized financial plan that evolves as your circumstances change.
We are absolutely committed to providing the highest level of service for the most reasonable fee. If we cannot add value to our relationship, we will be up-front and make an honest recommendation. That's a promise that's difficult to find in the financial services industry. We sat down with "Jenny" and "Micah" to understand their future plans.
We are absolutely committed to providing the highest level of service for the most reasonable fee. If we cannot add value to our relationship, we will be up-front and make an honest recommendation. That's a promise that's difficult to find in the financial services industry. We sat down with "Jenny" and "Micah" to understand their future plans.
Services
Financial planning is something of an umbrella term. It covers everything from retirement planning to stock options, and all that lies in between. Some financial advisors specialize in certain types of financial planning, but we do not. Instead, we offer comprehensive services that take into account your entire financial well-being.
When you need the best possible financial planning services, the Axiom team and I are here to deliver them to you. I'm Mike Skolnick, President of Axiom Advisory, LLC, Certified Public Accountant, and Personal Financial Specialist. We know how much effort you invest in earning the money you make, and we believe that you deserve a protected financial future.
When working as a financial advisor, you need to be able to give each client personalized attention. As a result, we limit the number of clients we work with at any given time. This makes it easier for us to fully consider the variables at play in your financial life and come up with a plan that is fully tailored to you.
You're almost done with your federal income tax return, and you're already thinking of ways to spend your refund. Then, the unthinkable happens - instead of a refund, you find that you owe $3,000. Or perhaps you've just received an IRS notice in the mail claiming that you owe $9,000 for the retirement plan distribution you took two years ago.
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