AXIUS Financial
AXIUS Financial is an all-inclusive financial services firm that is committed to assisting our clients in the pursuit of their financial goals through first-class, personalized service.
The difference is our holistic, big-picture approach to help you organize and prioritize your financial situation. Wherever you are in life, count on AXIUS to help achieve your financial goals – and help fulfill your dreams.
Together, we will help you realize the financial growth and stability you desire.
Case Studies
Married, new baby, late 20's
Background
Tim and Sara recently had a child. Sara has decided to work part-time and Tim
has recently started a new job. Sara wondered if her working part-time would fit with
their cash flow and Tim was unsure what to do with his old 401(k) plan. Both Tim and Sara
were concerned about life insurance coverage and wanted help determining if they had
enough coverage. They also wanted to discuss education savings for their child.
Married, mid-50's, approaching retirement
Background
Bob and Pam are in their mid-50's and are hoping to retire in the next 5 years.
They both have contributed to their 401(k)s over the years and Bob is eligible for a
pension from a past employer. The plan on down-sizing their existing home at retirement.
They would like to help fund a portion of their grandchildren's education. Also, they
are concerned about long-term care costs in the future.
Retired, concerned about estate taxes
Background
Frank and Joan have been married for 70 years and have been retired for 15 years.
Both Frank and Joan have pensions from their previous employer. Their main source
of income comes from the sale proceeds from Frank's business which he sold at retirement.
They have one small survivorship life insurance policy. Frank and Joan also inherited a
significant amount from their parents 30 years ago and are concerned about potential
estate taxes. They wish to pass as much of their estate to their children and grandchildren
as possible. They also wish to preserve their estate and need help determining what
allocation is most appropriate for them and their needs.
