AXIOM Financial Advisory Group

7373 E. Doubletree Ranch Road, Suite 170

Scottsdale, AZ 85258

info@axiomcorp.com

Tel (480) 367-9000

Armando G. Roman CPA/PFS MBA

Wealth Manager

Business Owners

Business owners face many unique challenges in starting the business, growing the business, and eventually transitioning that business to a buyer or to the next generation. Each step of the way, challenges and opportunities present themselves.  

 

We have worked with many business owners over the past 30 years to help solve issues that you may be facing today such as:

  • How to reduce taxes
  • How to retain key employees
  • How to help minimize the tax bite when you sell your business
  • How to protect your business
  • How to maintain your lifestyle after selling your business

 

For business owners, we provide various solutions to assist which may include:

  • Employee group benefits
  • Key person life insurance
  • Life insurance for buy / sell agreements
  • Defined benefit, profit sharing and 401k plans
  • Non-qualified retirement plans
  • Deferred compensation plans
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