We provide personalized, fiduciary financial planning to help you retire with confidence, not questions.
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✅ 100% fiduciary advice
✅ Customized retirement strategy
✅ Transparent, conflict-free guidance
If you’re like most of our clients, you’ve been saving… but you’re still not sure:
Will my money actually last through retirement?
Can I afford to stop working—or will I need to keep going?
Am I making smart decisions with my 401(k), IRA, or pension?
What happens to my spouse or kids if something happens to me?
You’re not alone—and you’re not too late.
We’re a boutique, fiduciary financial planning firm that specializes in guiding people just like you through the transition to retirement.
Here’s what sets us apart:
Fiduciary Advisors: Always acting in your best interest—no commissions, no sales pitch.
Tailored Retirement Roadmaps: Built around your goals, income, lifestyle, and legacy.
Tax & Estate Expertise: So you keep more of what you’ve earned—and pass it on wisely.
Transparent Pricing: Flat fees. No surprises.
✅ A Retirement Readiness Snapshot
✅ Identification of potential gaps in income, savings, and tax strategy
✅ Honest answers to your top questions
✅ Zero obligation to work with us
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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.