Jennifer

November Newsletter

PROXY VOTING– We are pleased to announce a new, complimentary service for our Axiom clients. You’re all familiar with the Proxy Voting forms we get in the mail, but how many of you take the time to research the issues and actually vote? Let us simplify your life! Axiom will do all the due diligence …

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Fiduciary Finesse

Weathering 2020 with Axiom Financial Strategies Group. In these times of uncertainty, rapidly changing job situations, and the COVID-19 health crisis, we find our lives changing almost daily. How do you possibly plan for your family’s financial future? It can be an overwhelming thought, and one you might shove on a shelf for a later …

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“Maintaining” Customer Relationships is No Longer Sufficient

We all know that relationships are incredibly important in business; however, few businesses are intentional about monitoring and developing of all of the relationships that are most valuable to them. Relationships between team members, customers, and valuable referral sources or “Centers of Influence” (COI’s) are all critical to long-term success, yet companies tend to focus …

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Giving Back

I’d like to start incorporating charitable giving into my financial plan, but I don’t know where to begin. What are the first steps I should take? Charitable giving is a great way to give back to the communities in which we live.  Our nation has a history of charitable giving, and our tax codes have …

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