Axiom Advisory Services
Mike Skolnick, CPA/PFS
Fee-Only Personal Financial Advisor
925-208-4366
mike@axiomadvisory.com

Would you like to worry less and enjoy life more?
Would you worry less if you were more confident that you:
  • have the right financial plan?
  • are making the best decisions about insurance, estate planning, retirement planning, budgeting, and so on?
  • have the investments and the investment strategies that will allow you to reach your most important goals?
  • are paying only what truly you owe in taxes instead of giving the government what's rightfully yours?

If you are like most people, you worry about your financial future. You are frustrated by conflicting financial advice, overwhelmed by the amount of information available, and distrustful of those who claim to know the answers. You're wondering if you will ever achieve your goals and enjoy peace of mind. Where will the money come from to fund your children's education or your retirement? How can you be assured that you'll have the assets available to do what you want?

You Can Enjoy Financial Peace of Mind
When you visualize financial independence, what do you see? More opportunities for travel? Working only part time? Volunteering for a cause you care deeply about? The picture in your mind is like the cover of your personal puzzle box and your finances are the puzzle pieces. With the right help, you can put them together successfully.

 
I Can Help
What usually happens is that you go to a stockbroker for investment advice, an insurance agent to buy insurance, an accountant for tax preparation, and an attorney for estate planning. All can give you great advice about their area of expertise, but it's a bit like deciding what the puzzle is based on only one piece. Is it any wonder that the pieces then don't fit together?
 
What Makes Me Different?
I focus on your goals and work with all areas of your financial life - tax planning, investment strategies, insurance, estate planning, retirement planning, budgeting, and more - to create a financial plan that changes as your circumstances change. Instead of just telling you what to do, I work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way.

I am a Fee-Only Financial Advisor.  I Sell No Products and Receive No Commissions
Instead, you pay me an annual fee for my objective, personal advice on how to achieve your financial goals.  This annual retainer covers all the meetings necessary and allows you to contact me whenever you have questions or your life changes.
      
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IMPORTANT DISCLOSURES

The information presented here is not specific to any individual's personal circumstances.

To the extent that this material and/or website concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials and/or website are provided for general information and educational purposes only based upon publicly available information.  Information throughout these materials and/or website, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe to be reliable - we cannot assure the accuracy or completeness of these materials and/or website. 

These materials and/or website do not constitute a complete description of our investment services or performance, and nothing in this information should be interpreted to state or imply that past results are an indication of future performance. There are not warranties, expressed or implied, as to the accuracy, completeness, or results obtained from information contained within these materials and/or posted on this website or any "linked" website.  

The information in these materials and/or website may change at any time and without notice.   



This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.