Axias Advises

Subscription-Based Planning Program

Not all financial advisory clients are the same. Many families wish to implement their own solutions or want to focus on eliminating any source of conflict of interest from their finances. Those same people, oftentimes, still want and need guidance from specialists. For clients just starting to invest or wanting to place their own trades, our subscription program offers meaningful educational resources and access to “on-call” Axias Wealth Advisor CFP^® professionals.

Axias Advises Includes:

Annual Review

We provide an Annual "Catch-All" Review Meeting.

On-Demand Call Line

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.

Educational Seminars

We have monthly educational seminars from hand-selected experts available for subscribers. See our latest webinars in the Media section

Personal Financial Guide

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.

Insurance Audits

We provide you with insurance audits and benchmarking exercises to test your coverages.

Estate Planning

Estate Planning can be a very complex process for not only the individual, but their family as well. Axias can join third-party consults with your trusted attorney and/or CPA^® to get your generational plans on track. We can moderate / host meetings with multiple generations of the family or “family meetings.”

Axias Advises Subscription

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.

Interested?

Contact Chris Pfanstiel to learn more and to get started.

412-552-8031

cpfanstiel@axiaswa.com