Financial Planning for Lives Well-Lived

Regardless of your financial status, fear is a powerful motivator.

Famed author, Napoleon Hill, known as the Father of the Science of Success, identified seven universal fears we all confront throughout our lives:

  • Poverty
  • Criticism
  • Ill Health
  • Loss of Love
  • Loss of Liberty
  • Old Age
  • Death

One study claims 39.9 percent of Americans fear poverty. While you may not fear poverty given your accomplishments, you may fear the loss of control arising from ill health, failing health, aging or death.


Some of America’s smartest and wealthiest watched their estates shrink up to 70% because of federal estate tax.


Some of America’s smartest and wealthiest families painfully watched their net worth shrink 30 to 70 percent because of federal estate tax. Don’t let this happen to you.

You need profound estate, insurance, and tax planning strategies.

Solutions to preserve your estate.

Axia Global analyzes the totality of your financial life beyond isolated trigger events.

We evaluate the full impact of your wants and needs to ensure you can sustain your lifestyle and your loved ones for generations to come.

From the bottom up, we evaluate the efficacy of how you “own” assets.

We recommend solutions to insulate them from tax liabilities to preserve your estate.

And we pave a path to maximum wealth transfer so you’re free to leave your full legacy.

Our Approach to Financial Planning

Domestic and International Estate and Tax Planning

Custom Solutions to Reduce Taxes