We provide an Annual "Catch-All" Review Meeting.
On-demand CFP® meetings are available to you using our call line. This is open to subscribers during business hours as well as all weekday evenings and for blocks of time each weekend.
We have monthly educational seminars from hand-selected experts available for subscribers.
You have personal guidance for major financial decisions such as benefit enrollment, annual open enrollments, investment analysis, education planning (for your kids and/or for your own loan payments/forgiveness), and more.
We provide you with insurance audits and benchmarking exercises to test your coverages.
Our advisory programs are designed to meet the wide range of solutions our clients ask us to solve for as they navigate their finances. Axias Advises subscriptions are $100 or $250/month depending on your needs.
Talk with us about your options.
Households with assets under management over $250,000 receive complimentary access to Axias Advises.
Contact Chris Pfanstiel to learn more and to get started.