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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.

Commitment. Confidence. Clarity.

 

About Us

As a firm, our focus is to understand your financial goals and, together, develop strategies to help you reach them. Our success only comes with that of our clients’. Our core competency is tax-free retirement planning.

 

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 and longer lasting 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.
Get in Touch.


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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. The biggest risk to the longevity of your money is the all-but-certain future increase of taxes.

 

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.

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Our Team

Learn more about our amazing team of professionals.

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Kristen Cooper, NSSA®

President, Axios Capital Strategies

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Kristen Cooper, NSSA®

Phone: 435-868-3160

Fax: 435.275.4194

Toll Free: 877.317.5999

Email: kcooper@axioscapital.com

Kristen Cooper is the owner and president of Axios Capital Strategies. She is a National Social Security Advisor certificate holder and is a regional authority in Social Security claiming strategies. She has a strong background in real estate portfolio management, and tax-free retirement strategies. She graduated from the University of San Diego in 2000 with a BS in Sociology.

Kristen and her husband are raising five daughters and reside in Utah, where they love escaping to the desert on ATVs or taking off to Lake Powell to jet ski, tube, wakeboard, and occasionally pretend to fish.

Bio
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Mark Chapman, MBA, MAcc

Associate Advisor, Axios Capital Strategies

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Mark Chapman, MBA, MAcc

Phone: 435.868.3160

Fax: 435.275.4194

Toll Free: 877.317.5999

Email: mchapman@axioscapital.com

Mark Chapman is an associate advisor at Axios Capital Strategies. His strong professional and academic background in tax complements the work the firm does in tax-mitigating retirement strategies and portfolio management. 

Before joining Axios Capital Strategies, Mark served as an accountant for Leavitt Partners, the Church of Jesus Christ of Latter-day Saints, as well as a Corporate Tax Auditor for the state of Utah. 

Mark received his Master of Business Administration (MBA) and his Master of Accountancy - Emphasis in Public Accounting (MAcc) degrees from Southern Utah University, and his Bachelor’s Degree in Accounting from Dixie State University. 

When not studying for his next academic feat, Mark can be found jogging a lazy 5k or drawing on walls with his two boys and newborn girl. He and his wife reside in Utah.

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Randy Johnson, NSSA®

Associate Advisor, Axios Capital Strategies

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Randy Johnson, NSSA®

Phone: 435.868.3160

Mobile: 435.229.2176

Email: rjohnson@axioscapital.com

Randy has a strong background in insurance, financial, and retirement management strategies. Randy and his Wife DiAnn have raised 3 sons and have 7 grandchildren. They love being in the outdoors and going to see their grandchildren.

Additionally, Randy is a certificate holder of the National Social Security AdvisorSM certification and believes strongly in utilizing and coordinating Social Security Benefits when working with retirees.

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Jed Cooper, CFP®

VP Asset Management, Axios Capital Management

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Jed Cooper, CFP®

Phone: 435.868.3160

Fax: 435.275.4194

Toll Free: 877.317.5999

Email: jedcooper@axioscapital.com

Jed is a CERTIFIED FINANCIAL PLANNER™ with nearly two decades of experience in the Financial Planning industry. He has expertise in portfolio management, holistic planning, tax-free retirement income planning, and legacy planning. Jed graduated from San Diego State University with a Bachelor's in Financial Services. His passion is helping his clients make the best decision for themselves to see their goals made reality.

Jed serves as the VP of Asset Management under Axios Capital Management (ACM), the asset management division of Axios Capital Strategies (ACS). ACM and ACS are affiliated entities. 

Jed and his wife, Gina, have 6 amazing children - 3 girls and 3 boys. They love being outdoors, playing sports, going on adventures, playing games, and having movie nights. 

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Axios Capital Blog

Leadership and insights into your retirement planning.

Family Owned Life Insurance (FOLI): Creating Multi-generational Wealth

Submitted by Axios Capital Strategies on April 22nd, 2021

Creating Tax-free Multi-generational Wealth

Preparing for retirement is filled with assumptions and “what ifs.” As you try to come up with that magical number you need in the future, consider all you have to assume. For example, do we know what rate of return we will earn on our retirement accounts?

No.

Tags:
  • retirement income
  • retirement planning
  • tax-free retirement
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When Should You Claim Your Social Security?

Submitted by Axios Capital Strategies on February 4th, 2021

When to claim your social security benefits is a strategic and vital consideration. Unfortunately, the good folks at your local social security administration office are likely to be of little help. Not only are they not trained in claiming strategies to help you maximize your benefits, but they are also not allowed to advise you on the best way to claim.

Tags:
  • retirement income
  • retirement planning
  • social security
  • Read more

Tax-free Retirement - Part 4 - Utilizing a Life Insurance Retirement Plan (LIRP) As Part of a Tax-free Retirement

Submitted by Axios Capital Strategies on February 1st, 2021

In the previous three parts, we’ve espoused the potential benefits of a properly structured Life Insurance Retirement Plan (LIRP) within a well-rounded tax-free retirement strategy. Here in Part 4, let’s get down to some brass tacks that are important to consider. We will cover:

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Contact Us

Our commitment to your financial goals brings confidence and clarity to your future.

 

Phone: 435.868.3160
Fax: 435.275.4194

Email: kcooper@axioscapital.com

321 N Mall Dr, Building R, St George, UT 84790

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

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5550 Painted Mirage Rd, Suite 320, Las Vegas, NV 89149

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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 warranted to be so. Axios Capital Strategies (ACS) will not be held liable for your usage of the information on this site. The information on this site is only intended for those who reside in states where ACS and/or its agents are licensed to do business.

Investment advisory services offered by Jed Cooper through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Axios Capital Management, which serves as the asset management division of ACS, are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract.

Licensed Insurance Professionals. Respond and learn how insurance and annuities can potentially 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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