How we can help you retire with the lifestyle you want
- Free second opinion on your current investment and retirement plan
- Personalized retirement income plan based on the lifestyle you envision
- Allocation of your savings and investments based on your goals and personality
- Protection against the financial consequences of accident or illness
- Preservation of the value of what you pass on to your family and charities
How we are unique:
- Our process goes beyond your investments to encompass your entire financial well-being.
- As independent practitioners we have no obligation to sell financial products to meet sales quotas set by any bank, brokerage, investment dealer or insurance company. We are therefore able to offer objective, unbiased financial advice and direct you to the products and companies where you are best served.
- We are able to offer you solutions from a choice of many of the brand name financial institutions you recognize, as well as discretionary portfolio managers that have a strong track record of managing money for wealthy private clients.
- We come to you. All of our appointments take place in your home, office, or a location convenient for you.
- We are in touch with each and every one of our clients at least quarterly.
- We work on a fee-based investment management model where the cost to you is transparent within the solution you choose. There are no front or back end commissions.
- We work on your behalf with a firm of licensed discretionary portfolio managers who employ the investment management techniques of pension funds and institutions.
- Our referral network includes trusted expert legal, accounting and banking consultants.
Here is how one client sums it up:
“I have had the privilege of serving Tim as business solutions provider for many years and now enjoy the wisdom of all his collective years in business and in life, particularly on how to achieve true financial freedom. Tim has provided me with the opportunity to learn what true professionalism looks like in action. His guidance has been invaluable and is rooted in him being an exemplar of what he teaches and advises first. His disciplined and practical approach to finance and life has created immense trust between us where I am now confident to continue on a path that will ensure the continued financial stability and freedom I now enjoy. If you are serious and passionate about your life and your financial well-being then look no further than Tim. He is, without reservation, a true Master and incredible Guide. I feel very blessed to have Tim in my corner!”
June 8, 2016 Greg Magennis, Founder & CEO Axiom HRD