Many of our clients aren't sure how to manage undergrad, graduate, or student debt, which can be paralyzing. A comprehensive financial plan should be built mindful of and inclusive of your debts and cash flow. Statistics show more accidents occurring during the descent rather than the climb of Everest.
Retirement is quite similar. Accumulating resources is much easier than knowing the tax and performance pitfalls during retirement distribution. Many investors grossly underperform the market as emotion and speculation replace their otherwise sound and disciplined decision making. Systematic, disciplined, and committee-reviewed decisions are the baseline of a fiduciary's investment management process.
Retirement is quite similar. Accumulating resources is much easier than knowing the tax and performance pitfalls during retirement distribution. Many investors grossly underperform the market as emotion and speculation replace their otherwise sound and disciplined decision making. Systematic, disciplined, and committee-reviewed decisions are the baseline of a fiduciary's investment management process.
Services
As fiduciaries, we are committed to our clients' best interests. Using due diligence, investing in software and tools, considering new resources, and building strong professional partnerships, we emphasize through financial planning. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Our first step is an ice breaker phone call, where you and your potential advisor would introduce yourselves and your expectations of the process, define a scope for the work to be done, and ensure you're the right fit for one another. The first in-depth meeting is entirely about you. Your advisor will start by asking you questions about yourself, your family, and your career.
Financial planning needs to begin with the end in mind. Whether we meet when early in your career, just prior to retirement or during retirement, we begin planning with an understanding of your end-goals. This understanding, coupled with a deep understanding of markets, taxes, and inherent threats, helps us to build a customized financial plan which addresses all short, mid, and long-term goals.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Reviews (2)
Patrick Dougherty
Jan 13, 2022
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Emily Scott
Apr 05, 2021
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The Axias team has helped me every step of the way through building my financial success plan from retirement, life and disability insurance, to personal financial goals. They are very responsive to my questions and helpful in explaining the financial aspect of things. I am in medicine and they are very well versed in the financial world of healthcare professionals, and would highly recommend them to any physician and non-physician.
