Financial planning for business owners & real estate investors

Coordinated legal, tax, and compliance solutions.

Coordinated Advisory Services

Real solutions for business owners and real estate investors

Many financial advisors stumble when it comes to businesses and real estate investments. The advice is often to liquidate these assets to free up cash to invest in the market. This may not be the right advice.

Businesses and real estate can and have produced superior results with less volatility and risk. This raises questions about advisor conflicts given that most financial advisors are paid by selling stocks, bonds, mutual funds, or insurance products.

Many fee-only financial planners focus on these traditional investments as well. They focus on asset allocation with these investments and develop retirement projections based on these assets. If you do not have a significant amount of these types of investments, they may not really be interested in helping you. You are the odd-man-out.

This is where Axiom Edge comes in. We focus on clients like you who have “non-traditional” investments.

We take a team approach. We coordinate the efforts of your existing advisors and help you invest in, manage, and grow your business and real estate investments.

Our Financial, Legal & Tax Focus

We focus on ongoing planning and advisory services. This allows us to get to know our clients and tailor our services to those clients needed today, tomorrow, and in the future.

Asset Protection Planning
Bookkeeping & Accounting
Business Entities & Advice
Business Succession Planning
Estate Plans & Probate Avoidance
Real Estate Planning
Retirement & Employee Benefits
Tax Strategies & Planning

Find Your Competitive Edge