Services

Our Flat Fee Financial Services

Financial Planning

We know what it takes to grow a business. With everything that business owners need to worry about in the day-to-day operations, they don’t have the time or attention to plan for their financial future. Smart business owners outsource their finances to advisors who understand what it takes to manage the cashflows of a successful business.

From cashflow management, taxes, building an investment portfolio, and more, Axis Capital understands how to work with Solopreneurs and small business owners side-by-side.

Personal finance is personal. There is no one-size-fits-all structure. Your business and financial situation is unique and therefore you need an advisor who creates a unique plan for you.

Cashflow Management

Managing the cashflow is paramount to running a successful business. We work with you to understand your business operations so that you will always have ample liquidity on hand for expansion plans or emergencies.

We utilize the Profit First method to ensure that your business is working for you, while you are working on the business. This entails a periodic review of expenses, margins, and capital expenditures to confirm they are in alignment with the goals of the business.

Portfolio Management

We believe in using low cost index-funds and ETFs as the foundation for our portfolios. The research shows that keeping management fees low is key to maximizing the return of the portfolio. We complete a risk analysis with every client that incorporates their personal goals, risk tolerance, and investing timeline. Diversification is another core component of our portfolios, which allows us to deliver higher risk-adjusted returns for our clients. Finally, all of this is summarized in a personal Investment Policy Statement that each client receives. The IPS acts as our “north star,” guiding clients to stay the course through moments of market volatility.

Retirement Planning

Which retirement plan is right for your business?

Are you a solopreneur that can take advantage of the tax breaks of a Solo 401k? Or a small business owner that is setting up a traditional 401k for your employees? No matter the size and structure of your company, we will find the best retirement plan for you. We help setup the plan, navigate the paperwork, and help select the funds available to invest in.

All of our services are included in the $10,000/year flat-fee.