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.
" It is not living that matters, but living rightly."
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
The Best Apps in Travel
Technology tips to make your next trip even better.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Gaining a better understanding of municipal bonds makes more sense than ever.
A letter of instruction provides additional and more personal information regarding your estate.
A change in your mindset during retirement may drive changes to your portfolio.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
What are your options for investing in emerging markets?
Taking your Social Security benefits at the right time may help maximize your benefit.
Making the most of surprises is a great reason to work with us.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
That big list of dreams and goals isn't the only way to look at your bucket list.