With decades of combined experience, we have been helping individuals just like you. With our trademark process, The Retirement Blueprint™ we have changed the way people look at their future. This process addresses each of the 5 key areas of planning. As a Financial Coach, we specialize in helping people identify and work towards their personal goals by addressing the issues that are causing them worry, anxiety, and stress. We then connect you with professionals in the area to help collaborate and design a personalized Blueprint™. Our professional network includes Estate Planning Attorneys, Elder Law Attorneys, CPA's, Wealth Management professionals and Financial Planners. We take great pride in the progress and success of our clients, and look forward to helping you. Get in touch to learn more.
*For a comprehensive review of your personal situation, always consult your legal advisor.
Advisory services are offered through Axim Wealth Management LLC dba Axim Planning & Wealth, an SEC Registered Investment Advisor. Insurance products and services are offered through various companies. Axim Planning & Wealth only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
Company Details
- Employees
- 8
- Address
- Springboro, Ohio 45066, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.aximwealth.com
- Keywords
- Springboro.
- HQ
- Springboro, Ohio
Axim Planning & Wealth Questions
Axim Planning & Wealth's website is http://www.aximwealth.com
Axim Planning & Wealth's LinkedIn profile is https://www.linkedin.com/company/axim-planning-wealth
Axim Planning & Wealth has
8 employees.
View email and phone details for 8
employees at Axim Planning & Wealth.
Axim Planning & Wealth's industry is
Financial Services
Axim Planning & Wealth's top competitors are
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Axim Planning & Wealth's categories are Financial Services
