Having a road map is critical to our clients achieving their financial goals. This provides peace of mind, especially in turbulent times.
“A goal without a plan is just a wish.” – Antoine de Saint-Exupéry
We believe financial strategy involves leveraging the combination of a client’s vision, goals and fears along with top-notch expertise and aligned advice to create a roadmap with milestones to address each step of the path.
Throughout the process, we work in tandem with our clients and any additional professional advisors to achieve satisfying, yet secure results, which leads to better outcomes for those we serve and the people who are most important to them.
By curating a carefully designed, implemented and monitored financial strategy, we are able to provide our clients with the highest probability of maximizing net returns and achieving their short- and long-term financial and lifestyle goals.
As a team, we create an investment portfolio that matches the evolving needs of our clients, in conjunction with a proactive market outlook. Our philosophy is simple and focuses on wealth preservation, while balancing the appropriate amount of risk to achieve the goals and priorities identified by our clients.
We work to educate our clients and support their decisions throughout market volatility by remaining transparent and maintaining clear communication. We will continuously:
- Assess liquidity needs
- Evaluate risk tolerance
- Create a tailored investment policy
- Monitor and provide updates
“Peace of mind is knowing that you have a plan.” – Mike Grau
We all want to achieve happiness and peace of mind when we retire. Whether a retirement date is approaching quickly or several years in the future, we have found it is incredibly important to have a plan in place with ongoing monitoring. We are able to achieve better family and financial outcomes for our clients by:
- Providing guidance on saving and spending strategies
- Advising on Social Security benefit strategies
- Evaluating and advising on tax-deferral strategies, such as deferred compensation
- Calculating required minimum distributions (RMDs)
- Reviewing and advising on employer retirement plans and performing pension optimization analyses
Liquidity & Risk Management:
Liquidity and risk management are not simply insurance products. Our team takes a holistic approach to understanding and evaluating current client insurance policies, investment portfolios and financial plans, along with potential requirements for adequate funding when required by an unforeseen liquidity event.
By planning ahead, we work together with our clients to:
- Mitigate risk
- Minimize sudden interruptions and potential roadblocks
- Optimize investment strategies in a practical and tax efficient manner
Our process is dynamic and requires regular reviews of potential cash needs and evaluation of our clients’ overall financial positions in comparison to their key goals and objectives.
We have found that insurance solutions often serve as a vehicle to facilitate getting clients from point A to point B. When designed and implemented correctly, insurance can provide a known outcome at an unknown time. Our firm provides insurance advisory services to protect and preserve various aspects of our clients’ wealth, including:
- Wealth transfer planning
- Business continuity
- Individual and family insurance coverage
As an independent firm, we are able to identify current and future liability requirements and design and build custom solutions on behalf of our clients in the life insurance and long-term care spaces.
Axiom Insurance Solutions is proud to be a Firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors. Based in Austin, Texas, Lion Street comprises an elite network of firms that specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients. Lion Street Firms gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients.
We chose to make a strategic affiliation with Lion Street so that we could advocate on behalf of our clients and enhance the value we provide. In addition to the influential relationships we hold with leading insurance carriers and other financial institutions through our affiliations with Lion Street, we also have access to a powerful peer network for sharing best practices and proprietary technology solutions on the cutting edge of the industry. As a result, we are able to offer our clients the most competitive solutions and products available.
With over 190 Firms representing 260+ independent advisors, Lion Street serves as an open channel for the exchange of ideas, ensuring we stay plugged in to the most advanced strategies in the marketplace, by leveraging the specialized practices of fellow Lion Street Firms across the nation. Through Lion Street, we are supported by a team of financial services veterans with established industry relationships. Our clients benefit from the strategic alliances the Lion Street team has built with independent firms consulting in the areas of trusts and estates, product analytics and financial analysis.