SOLUTIONS FOR INDIVIDUALS

WEALTH MANAGEMENT SOLUTION

Most people have many resources and multiple advisers, but their advisers aren't acting together as a team and their resources aren't coordinated. The client is often left to orchestrate the entire process themselves without adequate knowledge, time, or desire. They often don't know what they don't know. What's needed is a central point for all relevant information to flow to and from, so you know what you own and why you own it.

Gone are the days when individual advisers, operating in separate disciplines, offer the most advantageous way to handle planning for those who've spent a lifetime of sweat equity amassing significant net worth.

Just as a Chief Financial Officer pulls everything together for a business, we advocate the placement of a financial adviser on your planning team.

MOBILE INTEGRATED WEALTH MANAGEMENT

Integrated Wealth Management is also available via iPhone, smart phone, or tablet. Here you can review vital information such as:

• Balance sheet, income summary, and net worth at a glance

• An overview of investments

• Key insurance policy information

• Market information

• Links to all advisers

The most important service we can do for you is to listen to you explain your goals and financial objectives. Then, we start asking the questions that compel you to weigh your objectives and honestly evaluate your priorities, based on the goals you have developed.

Through thoughtful listening we discover what is really important to you, what your business goals are and what are your personal wishes. This way your unique financial situation can be accurately addressed.

Helping you understand all available solutions and analyze appropriate models is an important part of your planning process. Axiom Financial is competent to creatively structure the most efficient strategies for your total peace of mind.

Tax Planning is the logical analysis of your present financial situation and implementing strategies to mitigate current and future tax liabilities. The purpose of tax planning is to discover how to execute all processes of your financial plan in the most tax-efficient manner possible.

Careful planning throughout the year can assist you in reducing the taxes you pay, as well as, help you achieve your financial goals. Tax planning is only one step of the process of financial planning^*, it should be coupled with all other components to help you reach your objectives. By developing and implementing appropriate strategies to lessen or shift current and future tax liabilities, you can improve your prospects of meeting long- term and short-term goals. Please remember, tax laws are often complex and frequently change. It is important for you to consult your tax advisor before making any investment and tax decisions.

*Neither Axiom Financial & Insurance Solutions nor Eagle Strategies LLC or its employees provide tax, legal or accounting advice.

You have dedicated yourself to building and protecting your estate so that you can pass on the fruits of your labor to your heirs. It is important to have a plan for any unforeseen circumstances or changes in estate tax codes that will affect the inheritance you pass on. A well-developed estate plan can help minimize tax liability and ensure that your loved ones are protected. We work with you and other key advisors to analyze your current situation, assess the potential impact of state and federal taxes on your estate, and develop a customized plan that will maximize the benefits for you and your family. You have worked hard to build your legacy, we will work hard for you to keep it in tact.

*Neither Axiom Financial & Insurance Solutions nor Eagle Strategies LLC or its employees provide tax, legal or accounting advice.

There are numerous financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.

Charitable planning allows you to support the organizations and causes that matter to you, while often providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving plan that is in alignment with your personal and philanthropic goals.

To execute a sound retirement strategy, asset and income protection are a must. Designing a plan that encompasses managing costs for extended periods of care and disability insurance can help create the necessary balance in a portfolio to ensure stability and protection of assets.

When you leave a job or retire, you have a decision to make regarding your 401(k) money. While leaving those assets in the former employer’s plan is an option, a rollover can be a consideration. Working with your tax advisor, we can help you determine the right course of action for you. This may include: leaving the funds in your existing plan, if permitted, or rolling them into your new employer's plan, if one is available and rollovers are permitted. Each choice offers advantages and disadvantages, depending on your specific needs and retirement plan, such as the desired investment options and services, applicable fees, expenses, and withdrawal options, as well as required minimum distributions and tax treatment of applicable options.