Establishing a family Bank will Empower you to
Take Back Control of your finances
Providing you and your family with endless possibilities.
typical financial advice is leaving people with too little too late.
Typical Financial Advice Tells Us to:
Mindlessly
fund a 401k not realizing potential drawbacks
Endure
the stock market’s turbulent ups and downs
Give up control
to a financial advisor, we barely know
By doing these things, you are allowing other people to control your money, whether you realize it or not.
By letting others control your Wealth, you limit your family’s opportunities. Nobody values your Future as much as you do.
This is why controlling your finances is Paramount.
We throw typical financial advice out the window and then teach you a strategy that will put you back in control.
controlling your finances creates endless possibilities such as:
Having access to capital for emergencies and opportunities
Creating passive and new forms of income
Building wealth that lasts a lifetime and beyond
Once you take back control of your finances you will gain true freedom.
This is the power of establishing your family bank.
What is A
family bank?
It is a dividend-paying Whole Life insurance contract from a mutually owned life insurance company.
This centuries-old tool is the biggest kept secret in America.
Set up your family bank with our simple and proven 3-step process:
Step 1: possibility roadmap
Step 2: Family Bank Creation
Step 3: Expand your wealth
Testimonial
"It is not an overstatement to say that Axiom Wealth has changed our lives forever! My husband and I are in our mid-thirties and felt frustrated with the conventional ways of managing our money and retirement planning. We had been contributing to our 401(k) plans for over a decade, and we were not excited about the prospect of working in our corporate jobs for the next 30 years to achieve a mediocre retirement. We were lucky enough to find Axiom Wealth and work with Mike and Katie in 2020.
Mike and Katie changed our entire mindset around wealth management and helped us see that we can leverage unique tools to achieve goals that we previously thought were unattainable. We realized that time is the most important asset for us, and needed a strategy that would allow us to enjoy our family while also enjoying the freedom that comes with a customized financial strategy. Wealth accumulation is definitely a long-term game, but in two years we have seen our financial health completely transform. We have accomplished goals in the last two years that previously were just “someday” dreams without a plan—we now own multiple rental properties and are leveraging our whole life policies to be our own “bank,” which is incredibly liberating and has opened so many doors. The whole process brought my husband and I even closer together—it truly is about so much more than money! We were able to create our goals for the future together and have the confidence that we will be able to achieve them and leave a strong legacy behind for our children one day. Mike and Katie made us feel extremely comfortable talking about our finances—there was absolutely no judgment or agenda, they simply worked hard to ensure that we were set up for success and a long-term strategy based on our unique circumstances. They provided us with great introductions, resources, and information, and they keep checking in with us regularly even years after we worked together to ensure we have the support we need. We trust them 100% and love referring our closest family and friends to them so that they can have the same life changing experience that we did!”
-Lisa and Kyle Theriot
Claim Your Free Guide!
4 Secrets to Becoming Financially Free
In Less Than a Decade
What’s Inside this Free Guide?
Learn why the typical financial path isn’t setting you up for success.
Learn how to optimize your financial economy.
Learn how the wealthy became financially free so they could own more of their own time.