At AXIOM Founders Family Office Inc., we’re more than just a wealth management firm — we’re a partner in preserving your American Success Story. Based right here in Scottsdale, AZ, we specialize in retirement planning, investment strategy, tax planning, and family legacy services that are tailored for founders, entrepreneurs, and business owners alike. So whether you’re preparing for retirement, considering the sale of your company, or planning for the next generation, our mission is to help you create a lasting legacy with both confidence and clarity.
All-in-One Planning
When it comes to retirement planning in Scottsdale, AZ, we know that no two paths look alike. The desert lifestyle, the thriving local business community, and the desire to enjoy life to the fullest all play into how you’ll design your retirement years. Our approach focuses on aligning your income, investments, and lifestyle goals so you can enjoy the retirement you’ve worked so hard for.
We’ll walk you through critical questions: Will you downsize your home? Do you plan to travel? How much will you spend each month, net of taxes? By evaluating these lifestyle choices alongside your income sources — such as dividends, pensions, or annuities — we can build a retirement plan that supports the life you envision.
Estate Planning
A key part of retirement is knowing your wealth will be passed on smoothly and securely. Our retirement estate planning in Scottsdale, AZ, helps protect your assets, minimize taxes, and ensure your family’s future is secure.
From setting up revocable and irrevocable trusts to establishing durable powers of attorney and healthcare directives, we provide guidance every step of the way. Many people think estate planning is only for the wealthy or elderly, but the truth is that proactive planning gives you control, reduces stress for your loved ones, and protects your family’s long-term financial well-being.
Exit Planning
If you’re a business owner, your company is likely your biggest asset. Planning your exit is one of the most important financial decisions you’ll ever make. With our expertise in retirement exit planning in Scottsdale, AZ, we’ll help you prepare for this once-in-a-lifetime transition.
We’ll guide you through assembling a team — tax professionals, M&A attorneys, and investment bankers — that helps ensure you achieve the best possible outcome. Beyond the numbers, we’ll also help you consider the emotional side of selling: Are you ready to step away? Do you know what comes next? By tackling both the financial and personal aspects of your exit, the process helps set you up for lasting success.
Insurance Planning
Insurance often plays an overlooked but vital role in retirement. Our retirement insurance planning in Scottsdale, AZ, provides strategies for protecting your wealth and helping you ensure stability when life brings the unexpected.
We evaluate your needs for life insurance, long-term care, disability coverage, and annuities, including umbrella liability policies and appropriate property coverage, so your retirement years are less likely to be disrupted by unforeseen events. Insurance may be viewed as a source of capital for when the unexpected happens, and having a thorough analysis of your risk management needs helps provide you with peace of mind.
Tax Planning
Taxes are often the biggest factor in retirement planning. Will you receive a big payday from deferred compensation or stock payouts? How can you offset those windfalls and reduce unnecessary tax burdens?
Our team specializes in strategies like Roth conversions, charitable trusts, and donor-advised funds. We’ll explore gifting appreciated stock, creating tax-deductible pension plans and other strategies to help you maximize the benefits of your wealth while reducing risk.
Investments and Cash Flow Management
Your retirement lifestyle depends on more than just savings — it requires smart investment management. We’ll help you diversify beyond concentrated positions while balancing your portfolio across multiple asset classes.
We also plan for required minimum distributions (RMDs) during your retirement. So whether your income comes from dividends, interest, pensions, real estate, or other sources, our goal is to keep your financial foundation steady and your lifestyle sustainable, given your assets and retirement income sources
Community and Connection
At AXIOM, we believe retirement planning should never happen in isolation. That’s why we engage our hand-picked professional network in the planning, also. And for business owners, we host the Scottsdale Founders Forum, where over 200 founders have come to learn about exit before making that once-in-a-lifetime decision. We also produce the Founder’s Guide Post podcast, where we explore successful exits, wealth preservation, and family legacy planning. These resources give you real-world insights and a supportive community to lean on as you navigate your business exit and retirement planning journey.
Frequently Asked Questions
Do I need estate planning if I already have a trust?
It depends. Many people overlook “funding” their trust or assume all trusts are the same. We’ll review your situation, and working with the appropriate counsel, help get you on the right path.
When should I start planning my business exit?
The earlier, the better. Even if you’re years away, building enterprise value that a new owner will gladly buy, and preparing emotionally to step away, are all part of a successful exit.
Can charitable giving reduce my tax burden?
Absolutely. Tools like donor-advised funds and charitable remainder trusts can help reduce taxes while supporting causes you care about. There are many strategies to consider, and deciding on which is the most appropriate for you is all part of the process.
What role does insurance play in retirement planning?
Insurance provides a safety net and potential capital source for when the unexpected happens. From long-term care to umbrella liability, it’s a key part of protecting wealth and having a solid retirement plan.
Do you work only with Scottsdale residents?
While our headquarters is in Scottsdale, we serve founders, entrepreneurs, and families across Arizona and beyond.
Build Your Retirement Strategy with AXIOM
At AXIOM Founders Family Office Inc., we’ve built our reputation on helping Scottsdale’s founders and entrepreneurs protect what they’ve created and plan for a secure future. And that means that whether you’re exploring retirement planning in Scottsdale, AZ, considering trusts for retirement and estate planning, preparing for your company’s sale through retirement exit planning, or contingency planning with insurance and other risk mitigation strategies, our experienced team is here to guide you.
Scottsdale offers a lifestyle full of opportunity, and with the right planning well in advance, you can enjoy it to the fullest while safeguarding your legacy. So why wait any longer? Let’s create a retirement strategy that honors your success and helps secure your family’s future.
MEET OUR EXPERT TEAM
Armando Roman
Family CFO
Tom Marki
Family Wealth Advisor
Financial Services
Scottsdale, Arizona
7373 E Doubletree Ranch Rd. 170
Scottsdale, Arizona 85258
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