Comprehensive Financial Planning Services
Hello. I'm Sali Haidao, Certified Financial Planner and Lead Advisor here at Axiom. Financial planning is something of an umbrella term. It covers everything from retirement planning to stock options, and all that lies in between. Some financial advisors specialize in certain types of financial planning, but we do not. Instead, we offer comprehensive services that take into account your entire financial well-being.Below are just some of the financial planning services we offer. As you read through our site, please let us know if you have any questions. We are always eager to answer questions and help.
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Retirement PlanningWe believe that retirement planning is about more than just having enough money to get by. We take a comprehensive approach to help ensure that your retirement years are as fulfilling as you always hoped they would be. Our recommendations are designed to help you achieve not just financial independence, but also peace of mind, so that you can enjoy your retirement to the fullest. Whether you want to travel the world, pursue new hobbies, or spend more time with your loved ones, we'll work with you to create a plan that helps make those dreams a reality. |
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Income Tax Planning & PreparationTaxes can be a significant expense for our clients, often taking up a large part of their lifetime earnings. That's why we offer comprehensive tax planning and preparation services designed to help you save money and minimize stress. As experienced CPAs, we have the expertise to navigate the complex tax code and identify opportunities for tax savings. We work with you throughout the year to stay on top of any changes that may impact your tax situation and ensure that you are well-prepared when tax season rolls around. With our help, you can be confident that you are getting the most out of your tax dollars and avoiding any unnecessary headaches. |
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Investment ManagementCreating an investment portfolio can be a daunting task, but our team is here to help. We understand the importance of designing a portfolio that meets your unique financial goals and risk tolerance. By working with us, you can rest assured that your investments will be well thought out and tailored to your specific needs. We believe in using strategies that not only benefit you during market upswings but also protect your investments during market downturns. Our goal is to make your investment portfolio work harder for you so that you can achieve your financial aspirations.
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Stock Options & Equity AwardsEquity awards are a great opportunity for aiding your financial stability. However, they are complex. We have extensive experience and knowledge in managing various types of equity awards, including non-qualified stock options (NSOs), incentive stock options (ISOs), restricted stock units (RSUs), stock appreciation rights (SARs), and employee stock purchase plans (ESPPs). Our team will work closely with you to ensure that your equity awards are managed effectively to meet your financial goals and provide you with the stability you need.
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Estate PlanningEstate planning is not just about making a will; it involves making decisions that will impact the well-being of future generations, planning for end-of-life considerations, dealing with estate taxes, and transferring ownership of various assets. At our firm, we understand the complexities of estate planning, and we are here to help you make informed decisions to ensure your wishes are carried out. Our team works closely with experienced estate attorneys to help you create and implement a comprehensive estate plan that meets your specific needs and goals. |
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Insurance PlanningProtecting your financial security is crucial, and having the right insurance coverage is an essential part of that. We take a comprehensive approach to determine the types of coverage and coverage amounts that are best suited for your unique circumstances. Our team will explain the variables that come into play in detail so that you can make informed decisions. It's important to note that we do not sell insurance products, so our recommendations are always solely focused on what's best for you.
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