Working with Axios

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Axios Financial Solutions are passionate and focused on ensuring our clients achieve their goals.

“Our clients must be confident that their plan and our ability to manage and coach them will deliver successful outcomes” – Bentley Klein

In a more traditional financial planning model, an adviser will ask you what your risk profile is in order to determine your allocation of assets, then the return, and finally, how your plan can assist with your lifestyle.

At Axios we put your lifestyle goals and objectives first and use a lifestyle financial planning model.

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How does this work?

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When you are part of the Axios family we offer a support network including coaching, mentoring and regular check ins.

With over 29 years’ experience we have a proven track record of achieving measurable results and providing exemplary service.