AXIOM Financial Advisory Group

7373 E. Doubletree Ranch Road, Suite 170

Scottsdale, AZ 85258

480.367.9000

info@axiomcorp.com

AcuityScheduling

Schedule a meeting

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.

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