wiseradvisor

Axim Planning & Wealth

Tel: 937-291-2060
8379 Yankee St
Centerville, OH 45458
Axim Planning & Wealth | Financial Advisor in Centerville ,OH

About Axim Planning & Wealth

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

See Disclosures

Talk to an Advisor and GET ANSWERS   
      


General Information

No. of Employees:   2-4
Name of Custodial Firm:   Charles Schwab
Advisory Services Provided:   Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Products & Annuities

Firm Information

Firm's Number of Clients:   200
Firm's Number of Planning Clients:   200
Firm's Number of Managed Clients:   200
Assets Managed by Firm:   119,286,410

Financial Services

Insurance Planning

Insurance is one of the most important factors in a complete financial plan, but MUST be used correctly. Too often we see clients with products and solutions that are well intended, but are built incorrectly. Let us sit down and educate you on what to be aware of, and how to properly leverage insurance in your overall portfolio.

Annuities

Annuities are one the top-held solutions in the world. As with any insurance, though well intended, they can built incorrectly and have unnecessary riders and fees. We look for simplicity when using annuities and take extreme measures to only pay for things that are needed within these vehicles. If approached correctly, annuities can be a great compliment to any portfolio.

Estate Planning & Trusts

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Tax Advice and Services

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Wealth Management

Let us introduce you to the AXIM Proprietary Wealth Management Process: We do not use a "One size fits all" approach, nor do we just throw a bunch of mutual funds in a portfolio and call it a day. What makes us different is our multi-portfolio system that includes our covered call writing proprietary portfolio as well as other option and hedge strategies developed over 20 years of trading. Along with a traditional value investing approach we hit the mark. Let us show you what different really looks like.

Risk Management

Most individuals we talk to don't actually know what risk they're taking in their current portfolio. We work together to assign a "Risk Score" and then build a portfolio that meets the exact criteria.


Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1890820/wiseradvisor-axim-planning-&-wealth-detailed-disclosure.html


Disclaimer

Advisory services are offered through Axim Wealth Management LLC dba Axim Planning & Wealth, an SEC Registered Investment Advisor. Insurance products and services are offered through various companies. Axim Planning & Wealth only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM
brokercheck

Nearby Financial Advisors View All Financial Advisors In Ohio