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Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

Each moment in your life brings a new opportunity to define a life well lived. From having children, to growing a business, to retiring in your dream location and beyond, every experience requires daily attention to your needs and values. Without insight into the landscape that lies ahead of you, pursuing your goals can become a fleeting effort.

To address your myriad priorities, you need proactive wealth management that connects to each life stage—while preparing you for a fulfilling retirement.

At Axios Advisory Group/Pensionmark, we believe that "living Well" can only happen when you have the ability to align your financial decisions with your unique vision. No one wants to arrive at retirement only to realize that the experiences they envision are farther away than they expected—or worse, can't even come to fruition. With thoughtful planning, you can follow a path that helps turn your success into lasting prosperity.

Today and every day, we can help you know where you stand in your financial life and the steps you need to take—so you enjoy life your way.

Call Out Box One Call Out Box One

We built Axios Advisory Group to unite financial professionals with vast expertise in a collaborative environment.

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Call Out Box Two

Across our financial support, our goal is to help replace confusion with clarity and reactionary decisions with proactive strategies.

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Call Out Box Three

We understand that life is constantly changing, and so is your financial picture. That is why we offer the Personal Financial Portal (PFP) as part of our client suite of tools.

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Personal Financial Services

Wealth Management

No matter if you’re in a growth, pre-retirement, or retirement phase, you can create a path to your goals. Connect all the financial pieces together with coordinated wealth management strategies.

Investment Management

Providing ongoing oversight on your investment portfolio requires diligence and financial savvy.

We help you manage your investments with forethought into your unique needs for the road ahead. We strive to provide less volatility with portfolios and segregate cash positions for upcoming expenses.

Corporate Financial Services

Corporate Consulting

Running a business pulls you into many directions at once, requiring ongoing planning for operational efficiency. Know you can manage your business’ financial goals while helping your employees maximize their own strategies.

Insurance Strategies

Operating a business without essential protection tools in place can leave you open to deep risk. Protect your company with customized insurance strategies for your specific workplace needs.

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" It is not living that matters, but living rightly."

– Socrates

Helpful Content

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?


Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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You’ve made investments your whole life. Work with us to help make the most of them.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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