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Aligning what you have...

with what is most important to you

At AXIS Financial, our mission is to align what you have with the things that are most important to you. We utilize a variety of financial planning products and services to build the best plan surrounding your retirement. We believe that everyone deserves to live retirement with financial freedom; we have the tools to get you there.

We offer financial guidance to anyone looking for assistance with their retirement or financial plan. At AXIS Financial, we pride ourselves on exceeding all of your expectations and debunking any preconceived notions you may have towards financial professionals. We believe it is in our best interest to stay in your best interest! Click below to learn more about our company and our values!

attend a free educational seminar or webinar
attend an event

We regularly host webinars and seminars to ensure that all prospects learn as much about retirement as possible. These events cover a large array of financial and retirement planning topics; there is sure to be something new discovered at each one. Find out more information now!

our '5-star rating' system

Long ago we implemented a ‘5-Star Rating’ system for two reasons. First, we feel an immense amount of pride from all of our happy clients and wanted to share it. Second, we realized that keeping our focus on gaining more great ratings is mutually beneficial for us and for you.

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axis financial's services

AXIS Financial offers assistance in financial planning, retirement planning, and portfolio management. Above else, we strive to ensure you gain the knowledge, advice, and experience you need after meeting with us. Learn more about all of our services below.

financial planning

Financial Planning

Wealth Management
Risk Management
Money Management
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retirement planning

Retirement planning

401(k) Rollovers
Insurance Planning
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portfolio management

Portfolio Management

Estate Planning & Trusts
Tax Planning & Mitigation
Investment Management & Advice
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Retirees are concerned about the future and you know what... it doesn't have to be that way.
My Bias & my goal
As a father of three and the husband of a kind and loving wife, Chris’ driving motivation is to be an example to his children by continuously serving his community financially. Click on the play button to watch!

"I was taught long ago that what goes around, comes around. The way you do anything is the way you do everything.”
Chris Berkel