
MillennialsBusiness Owners / Self EmployedBudgeting & Cash Flow ManagementFIRE / Early RetirementHigh-Income ProfessionalsPre-RetireesReal Estate InvestorsTax PlanningSmall Business Retirement PlansWomenYoung FamiliesCollege PlanningCreative ProfessionalsExecutivesGen XHigh Net WorthTech ProfessionalsEstate PlanningLife Transitions & DivorceRetireesWidows
Chris Randall
Axis Capital Management
Price Range: $10,000 annually
After spending 15 years as a bond trader, I knew I wanted to help people with their personal finances. I founded Axis Capital to help people who are not already rich, and therefore overlooked by "traditional" advisors. I love working with small business owners and solopreneurs, as that is what I am myself! There are many tax advantages to owning your own business, and managing cash flow can be very time consuming. Many of my clients have little or no existing investments but have a strong desire to grow their portfolios over time.
Operating your business takes a lot of time and focus. That is why I am dedicated to handling your finances, so you can focus on your business.
I really enjoy helping people create low cost portfolios, find hidden tax savings, create financial plans, and help provide solutions to their money problems.