What Issues Should I Consider At The Start Of The Year?

The start of the year is a great time for a financial check-up.

Folks are particularly motivated in January to consider making financial resolutions for the future. Armando and Tom talk about how they help clients review their circumstances and goals and guide them toward impactful improvements.

To help frame their conversations with clients who are looking to make a fresh start this year, AXIOM has created this checklist. It covers fundamental considerations, including:

Personal issues
Cash flow issues
Asset and debt issues
Tax issues
Insurance issues
Legal issues

Book a complimentary, confidential 30 minute phone call with Armando, copy and paste URL:
https://app.greminders.com/c/axiomcal...

Content is for educational purposes only and should not be considered tax nor legal advice. Always seek appropriate tax and legal advice from those qualified to provide such advice.

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✅ About AXIOM Founders Family Office, Inc. .

Welcome to AXIOM Founders Family Office, Inc., the Wealth Management firm for Founders and their Families. Multi-Family Office, Family CFO.

Helping Founders, Entrepreneurs, and Business Owners navigate the complexities of wealth management, business exits, and financial planning with expert insights and proven strategies. At AXIOM Founders Family Office, we provide independent, fiduciary financial guidance—from investment management and tax strategies to business valuation and exit planning—helping you make informed decisions.

AXIOM Founders Family Office, Inc. is a Registered Investment Advisor licensed or exempt from state registration in all states in which it operates.

Tune in to The Founder’s Guide Post Podcast for exclusive conversations with successful Founders and expert exit strategists, plus key takeaways from The Scottsdale Founders Forum to help you plan a winning exit.

For inquiries, please use the contact information below:

📩 Email: info@axiomcorp.com

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