Axim Planning & Wealth - Financial Advisor in Springboro, OH | WiserAdvisor.com

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Axim Planning & Wealth

After pursuing a degree in finance from LSU and University of Cincinnati, Matt embarked on a career that would propel him to a National Director level leadership position in the tech industry. While very successful, Matt's true passion has always been wealth management and financial planning. Joining the Axim team was a perfect fit for Matt's skill set.

Matt was a multi-sport varsity athlete in High School which led to him being recruited for multiple sports in College. Returning to Ohio to raise a family was a major draw bringing him back to the area. Matt returned to his Lebanon Ohio roots after stepping down from senior leadership in the tech sector. Matt and his wife Angalynna are proud parents to both Ki and Junah.

With over 25 years in the industry, Luong is honored to help the individuals and families he serves pursue financial clarity as they employ a clear and disciplined approach to working toward their financial goals.

Prior to founding Axim Wealth Management, LLC, Luong was a Senior Vice President and Portfolio Investment Manager (PIM) at Wells Fargo Advisor. Luong earned his undergraduate degree from Wright State University, a Certified Financial Planner&reg; Curriculum Approved University.

Originally from Vietnam, Luong and his wife, Dr. Nancy Liu, make their home in Centerville, Ohio. Luong was a member of the U.S. taekwondo team for the 1988 Olympics, and continues to practice martial arts today. He also enjoys playing tennis, bowling and jet skiing in his free time.

The smile you see when you walk in the door belongs to Shannon Turner. Shannon is the proverbial "glue" that holds it all together. An expert in operations, Shannon also manages the office, is insurance licensed, as well as maintains the logistics of making sure that we deliver on our promise of world-class service and results.

Starting off her college career in nursing, Axim is proud to have snagged her away and our clients agree! Shannon is the proud mama of Aubrylin and enjoys travel and her extensive volunteering for Make a Wish Foundation.

Tim is an author, sought-after public speaker, and creator of The Retirement Blueprint. With almost 30 years of planning experience and many national awards, Lofton has made an art out of taking the complicated of planning and making it easy to understand and implement.

After earning his degree in finance along with 2 conference swim championships, Tim continued his education by earning the prestigious Designation from the College of Financial Planning&reg; as well as attending Wright State University and completing the Certified Financial Planner&reg; curriculum.

Lofton served for 15 years as an Army Infantry Officer in the reserves where he earned several awards and commendations. Additionally, he had a successful athletic career after college, competing in over 100 triathlons, 4 Ironman's, 10 marathons, and a 50-mile ultra-marathon.

Outside of the office, Tim is active in numerous community organizations, serving as a 3-time Past President as well as a current board member for the Springboro Chamber of Commerce, and member of Fairhaven Church and part of the annual Ecuador Medical Missions Team.

Tim resides in Springboro, OH with his wife Karrie and their 3 children. Outside the office, Tim enjoys coaching soccer and is also active in USTA & GMVTA Tennis Leagues throughout the year.

Insurance is one of the most important factors in a complete financial plan, but MUST be used correctly.  Too often we see clients with products and solutions that are well intended, but are built incorrectly.  Let us sit down and educate you on what to be aware of, and how to properly leverage insurance in your overall portfolio.

Annuities are one the top-held solutions in the world.  As with any insurance, though well intended, they can built incorrectly and have unnecessary riders and fees.  We look for simplicity when using annuities and take extreme measures to only pay for things that are needed within these vehicles.  If approached correctly, annuities can be a great compliment to any portfolio.

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Let us introduce you to the AXIM Proprietary Wealth Management Process:

We do not use a "One size fits all" approach, nor do we just throw a bunch of mutual funds in a portfolio and call it a day. What makes us different is our multi-portfolio system that includes our covered call writing proprietary portfolio as well as other option and hedge strategies developed over 20 years of trading.  Along with a traditional value investing approach we hit the mark. Let us show you what different really looks like.

Most individuals we talk to don't actually know what risk they're taking in their current portfolio.  We work together to assign a "Risk Score" and then build a portfolio that meets the exact criteria.

Axim Planning & Wealth

Axim Planning & Wealth

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