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Creating a Financial Strategies for

Financial Freedom

We strive to serve our clients through deep and meaningful relationships that last for generations.

Achieving Success By

Clear Commitment To Your Goals

The right guidance can help you avoid pitfalls that might otherwise keep you from your destination.

Learn More Today About

How We Help

Contact us today to find out how we can help with your financial goals, allowing you to focus on what’s truly important in life.

Why Us?

If you want to create tax-free retirement strategies and minimize your downside risk in investment markets, you’re like us. We want to help.

 

About Us

As a firm, our focus is to understand your income goals and, together, develop strategies to help you reach them. Our success only comes with that of our clients’.

 

Our Philosophy

We believe what Henry David Thoreau said, that “Wealth is the ability to fully experience life.” The most important things in life are not on your account statements. However, proper strategies certainly can help in being able to more fully experience life. Predominantly, we aim to help clients limit exposure to market volatility, and, where possible, create tax-free retirement strategies. Less friction in your retirement accounts likely means more reliable income.

 

Our Process

Our visit together is a strategy session where we learn about your objectives—your “why”—and you learn about us as a firm. We strive to identity the risks, opportunities, and strengths in your retirement income picture. In the time between our next visit, we create an income strategy that we feel best serves you. That strategy is presented at our second visit. After that, any fine tuning is done prior to implementation. We are committed to the strategy’s success, and will monitor your progress regularly.

We believe in your success. This is what we do.
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Our Services

There are many approaches to achieving your retirement income goals. 
Choosing the right path for you begins with our dedication and commitment to your objectives.

 

Tax-Free Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations, especially with the risk of rising taxes over time.

 

Retirement Income Planning

Utilizing correct vehicles is essential to helping your money last as long as you do. Many retirement strategies are focused solely on accumulation and can be poor income producing vehicles during retirement.

 

Asset Protection Planning

Proper retirement planning considers all forms of creditors, not just those that might come from a legal action or outstanding debt. Investment markets, taxes, and long-term care costs can all be creditors to your retirement savings, posing individual risks.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

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Our Team

Learn more about our amazing team of professionals.

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Kristen Cooper

President

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Kristen Cooper

Phone: 435-868-3160

Email: kcooper@axioscapital.com

Kristen Cooper is the owner and president of Axios Capital Strategies. She has a strong background in real estate portfolio management and retirement strategies. Kristen and her husband are raising four daughters and reside in the St. George area.

Axios Capital regularly works with estate planning attorneys, accountants, investment managers, and other professionals in preparing financial strategies. Our network of professionals have expertise in every related field to retirement that can easily be drawn upon when needed.

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Our Blog

Learn more about the financial industry.

Financial Literacy for Children

Submitted by Axios Capital Strategies on October 18th, 2018

In a recent survey by JumpStart Coalition for Financial Literacy, only 26 percent of those between the ages of 13-21 said that they had been taught how to manage money. Yet, when they turn 18, kids are signing contracts for student loans, opening credit card accounts, and in many instances, living away from home with little financial guidance available.

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Things You Should Know About Social Security and Your Retirement

Submitted by Axios Capital Strategies on October 18th, 2018

With more than 95% of American workers currently covered by Social Security, there are some things about this massive retirement program that you should probably know.

Tags:
  • retirement
  • social security
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Video: Helpful Life Insurance Advice You Can Use

Submitted by Axios Capital Strategies on March 31st, 2017

Few consumer products are the object of a love/hate relationship as life insurance.  The thought of buying life insurance is not something that most physicians relish, yet, if it is done right, it can provide the greatest peace-of-mind a person can have. The key is to do it right.

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your dedicated advisor.

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product.

Phone: 435.868.3160
Fax: 435.275.4194

Email: kcooper@axioscapital.com

94 S Mall Dr, Suite 101A, St George, UT 84790

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10808 S River Front Pkwy, Suite 300, South Jordan, UT 84095

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6130 Elton Avenue Las Vegas, NV 89107

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The information contained on this website is for informational purposes only, and does not constitute a solicitation or sale of any financial or insurance instrument or vehicle. Always consult with independent financial, legal, and tax advisors prior to implementing any strategy. The information contained on this website is believed to be accurate, but not warranteed to be so. Axios Capital Strategies (ACS) will not be held liable for your usage of the information on this site. ACS is licensed in Utah, California, and Virginia.

Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.   It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

 

 

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