Services by Chris Berkel of AXIS Financial 

Retirement Planning

• Let’s face it, transitioning to retirement and navigating through the life-changing (seen and unforeseen) events admittedly can be daunting.

• We believe you should be positioned to have more options as you age so you are able to adapt and adjust as needed. Helping you feel Financial Freedom in Retirement is our Claim to Fame!

401K Rollovers

• Many retirees and financial professionals are not aware of the special tax allowances for after-tax money in their company savings plan.

• We rollover your 401k with ease into a strategy that fits your needs and gives you the autonomy you deserve.

Annuities

• Annuities are a careful place for your retirement assets. Some seem too good to be true while others may seem horrific.

• If you have an annuity you have questions about or if you were told you should get some specific annuity, we can help you discern the pros and cons to give you the information to make a wise choice.

Estate Planning & Trusts

• Having an updated and appropriate will, trust, power of attorney, and other estate planning documents will save you and your family a lot of potential hassle, contention, and expenses.

Tax Planning & Mitigation

• Income taxes can be one of the largest expenses in retirement. Paying attention to and planning consistent ‘taxable income’ is the key to finding the most effective and efficient strategy.

Investment Management & Advice

• Unfortunately, many of those we are referred to are unclear about exactly how some of their investments work, how they benefit them, and why they perform the way they do relative to market conditions and fees.

• We take time to investigate each investment vehicle you are using/considering and show you the pros and cons relative to your situation.

Insurance Planning

• We often see extremes with those who are referred to us … Over-Insured, Under-Insured, or Neglected-Insured.

• Auditing older insurance you may have an evaluation of intent for use of one greatest tax advantage accounts the IRS allows.

• Also, in the coming of age of Living Benefits, Life Insurance can be the ‘too good to be true’ alternative to traditional Long Term Care.

Wealth Management

• More than a few of those referred to us have commented: “Managing Wealth is harder for me than Creating Wealth”.

• Making wise short and long term choices with your investment portfolios can literally be the difference between financial life and death.

• It is our privilege to Shepard the wealth you have labored to save and grow in the way you are most comfortable and meets your intentions.

Risk management

• Managing Risk is directly connected to feeling Financial Freedom in Retirement. Statistical analysis is great, but knowing your bottom line brings peace of mind.

Money Management

• Having cash options that always leave you feeling like you have more than enough flexibility to do the things you planned and ALL the little and big things that come up that you haven’t planned is prudent to feeling freedom in retirement and enjoying the fruits of your labor.