AXIOM Financial Advisory Group

7373 E. Doubletree Ranch Road, Suite 170

Scottsdale, AZ 85258

480.367.9000

info@axiomcorp.com

AcuityScheduling

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Armando G. Roman CPA/PFS MBA

Wealth Manager

Thomas J Marki CPA

Financial Advisor

Insurance/Risk Management

Risk management is a key component of protecting and preserving net worth. You don't want assets exposed to unexpected losses. You have worked a life time to build and accumulate.  We can help protect what you have.

 

Risk management strategies may be used for a variety of purposes:

  • Provide cash to pay estate taxes
  • Provide monthly tax-free income in retirement
  • Protect business value for the family
  • Fund a buy sell agreement between business partners
  • Equalize inheritance among heirs
  • Provide funds for long term care
  • Replace lost earned income
  • Pay off family debt/mortgage when unexpected loss ocurrs
  • Provide funding for deferred compensation plans
  • Provide funding for Supplemental Employee Retirement Plans

Insurance should be reviewed periodically for appropriateness and cost efficiency.

Registered Representative offering securities and advisory services

through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. AXIOM Financial Advisory Group, LLC and IFG are unaffiliated entities.

 

Licensed to sell securities in the following states: AZ, CA, NC, NM, & TX

 

The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete, or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

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