AXIOM Financial Advisory Group

7373 E. Doubletree Ranch Road, Suite 170

Scottsdale, AZ 85258

480.367.9000

info@axiomcorp.com

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Armando G. Roman CPA/PFS MBA

Wealth Manager

Thomas J Marki CPA

Financial Advisor

Retirement Planning

For your retirement planning, we analyze the issues that concern you.  Working with you, we generate goals and strategies to meet those concerns. 

 

We define goals, develop a plan, implement the plan, monitor progress periodically and modify the plan as necessary when life's changes affect you. We will get to know each other quite well as we meet periodically during this process.  It can be a lengthy process but well worth the effort and time required.    

CPA continuing professional education session, presented by Henry DeSpain, MGKS
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