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

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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