Axim Video Testimonials

September 19, 2023

Estate Planning, Nursing Home Planning, Wealth Management, Financial Planning, Elder Law, Axim Planning & Wealth, The Retirement Blueprint

Video Transcript

How did Axim help with your mom and dad? How did they protect their assets?

Hi, my name is Lindsay and I'm doing a quick testimonial here for Tim Lofton and Axim wealth. Axim helped tremendously with my mom and dad's investments. They worked with me to set up a trust to protect a bulk of their assets as well as investing some of the money so we could continue to increase the amount of money that my mom and dad have. They walked me through every step of the process that I needed to take and they took their time explaining exactly where all the money was going, including setting up zoom meetings with both me and my brothers. So we were all in the loop of how my mom and dad's investments were being handled. They have already increased the amount of money that we have by about 4% in just six months. I would highly recommend, uh working with them. They, they really care about their people. They really wanna help you. They, they love their jobs, they love what they're doing and they love, you know, helping people, getting through this a difficult process of setting up trust and doing all, all that type of stuff that I had no idea how to do. Tim and Matt have been just wonderful and everybody at the office. Thank you.

Produced with Vocal Video