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.
We built Axios Advisory Group to unite financial professionals with vast expertise in a collaborative environment.Learn More
Across our financial support, our goal is to help replace confusion with clarity and reactionary decisions with proactive strategies.Learn More
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
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.
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
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.
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."
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Rightsizing for Retirement
What does your home really cost?
Emerging Market Opportunities
What are your options for investing in emerging markets?
Saving for College 101
Here’s a crash course on saving for college.