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We Can Help!
Personal CFO Approach
We understand that all aspects of your finances are interconnected, and changes to one area can have a significant impact on others. As comprehensive financial planners, we provide a holistic approach to your financial life, addressing all areas of concern. From retirement planning and investment management to tax planning and preparation, estate planning, and insurance planning, we offer a wide range of services tailored to meet your unique needs. We pride ourselves on being your personal CFO, providing expert guidance and support to help you achieve your financial goals. Whether you are planning for the future, managing your investments, or simply looking to minimize your tax liability, we are here to help every step of the way.
Proactive Tax Reduction Strategies
As a CPA-based firm, we have a deep understanding of the tax code and its complexities. We believe that proactive tax planning is a crucial part of the financial planning process, and we integrate tax reduction strategies into every aspect of our work. In addition to tax planning, we also provide comprehensive federal and state income tax return preparation services. By doing so, we can gain a more thorough understanding of your finances and help ensure compliance with constantly evolving tax laws and regulations. Our goal is to provide personalized and effective tax solutions that help you achieve your financial objectives.
Structured Investment Management
Entrusting your investments to template-driven asset allocations and hoping for the best is not a sufficient strategy. With so much at stake, it's crucial that your investments are aligned with your specific goals and managed to minimize your current and future tax liability. That's why we take a highly personalized approach to investment management, spending a significant amount of time selecting appropriate securities and building custom asset allocations tailored to your unique needs. Our goal is to help you get the most out of your investments by lowering your taxes and maximizing your returns. With our expertise and commitment to personalized service, you can have confidence that your investments are in good hands.
As a fee-only firm, we hold ourselves to the highest standards of integrity and transparency. As a fiduciary, we are legally and ethically bound to always put your needs first, and our structure is designed to eliminate conflicts of interest. We understand that some advisors are not held to the same fiduciary standard and may make recommendations that are merely suitable, but not necessarily in the best interest of their clients. We believe that this is unacceptable, and we are committed to providing you with unbiased and objective advice that is always aligned with your goals. You can trust that we will act in your best interest, without any hidden agendas or conflicts of interest.
Axiom In Action
When Jenny, a self-employed psychiatrist, and Micah, who has worked for several tech firms, came to us for financial help, they had several concerns. Jenny had created a SEP IRA to save for retirement but was uncertain how to invest her savings and had placed the entire balance in a low-interest cash fund. Meanwhile, Micah had been receiving RSUs from his employer and was frustrated by the amount of tax he still paid despite his employer's sell-to-cover withholding. We worked closely with Jenny and Micah to understand their plans and goals, and developed a comprehensive strategy to address their needs. This included building a tax-efficient asset allocation that aligned with their goals, preparing a multi-year tax projection to minimize their taxes, and advising Micah on how to adjust his supplemental withholding rates to avoid overpaying taxes. By taking a personalized and proactive approach, we were able to help Jenny and Micah achieve greater financial security and peace of mind.
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