Broker Check
 
Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

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.

Learn More
 
Call Out Box Two

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

Learn More
 
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.

Learn More
 

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.

Looking for information on long term investing?

Download our free guide.

Download Now

Sign Up for Our Online Newsletter

Get Weekly Market Updates delivered directly to your inbox.

Sign Up

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

– Socrates

Helpful Content

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Tips for Finding Care for Your Special-Needs Child

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

 

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

View all articles arrow

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for Retirement

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

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

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

Retirement Plan Distributions

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

Investment Strategies for Retirement

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

View all presentations arrow

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

View all videos arrow