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."
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This worksheet can help you estimate the costs of a four-year college program.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Apps that help small business owners better manage and grow their business.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Making the most of surprises is a great reason to work with us.
Here’s a quick guide to checking to see if you have unclaimed money.
Do you have causes that you want to support with donations? Here are three tips.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?