At Axim Planning & Wealth, we work with individuals and families in Dayton, Columbus, Cincinnati, and nationwide who want retirement planning that feels clear and intentional. If you are sorting through a transition, thinking about income in retirement, or looking for a more coordinated approach to investments, taxes, healthcare planning, or legacy goals, we are here to talk it through with you.

You do not need to have everything figured out before reaching out. A simple conversation can help clarify what you want from your plan and what steps may matter next. Share a few details using the form below, or call one of our offices. We will follow up to learn more about your situation and see if Axim is the right fit.

Schedule a conversation today to explore your financial options.