You,

 

the successful self-made Entrepreneur,

 

face many challenges

 

starting, growing and eventually selling

 

or transitioning your business to the next generation. 

 

Most people give up. 

 

But you didn't. 

 

And you wouldn't. 

 

And it worked. 

 

And your family is better off for it. 

 

You are

 

THE AMERICAN SUCCESS STORY. 

 

 

We are incredibly excited to work with American Success stories to help:

  • Protect business value
  •  
  • Reduce taxes
  •  
  • Retain management and key employees
  •  
  • Minimize taxes when you sell your business
  •  
  • Maintain lifestyle after selling your business
  •  
  • Preserve wealth for future generations
  •  
  • Maximize the impact of your charitable giving

 

 

We provide solutions which may include:

  • Executive and Management Team retention plans
  •  
  • Deferred compensation plans
  •  
  • Company retirement plans

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Registered Representative offering securities and advisory services

through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. AXIOM Financial Advisory Group, LLC and IFG are unaffiliated entities.  Licensed to sell securities in the following states: AR, AZ, CA, CO, FL, NC, NM, TX.  The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete, or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

 

 

 

 

AXIOM Financial Advisory Group, LLC

7373 E. Doubletree Ranch Road, Suite 170

Scottsdale, AZ 85258

480.367.9000

info@axiomcorp.com

 

 

AcuityScheduling

Schedule a Discovery Meeting

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Armando G. Roman 

CPA/PFS MBA

Wealth Manager

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Thomas J. Marki

CPA

Financial Advisor

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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