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Domain > axiswealthplanning.com
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Date
IP Address
2024-02-03
52.54.1.44
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ClassC
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2024-10-23
34.202.35.245
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ClassC
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Port 443
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data-sectionproducts-and-services>Products & Services/a>/li>li>a href/blog-feed data-sectionblog-feed>Blog/a>/li>li>a href/contact data-sectioncontact>Contact/a>/li>/ul>/nav>/div>/header>section idsection-home classsection page-section>div classdivider home-divider>div classbg stylebackground-image:url(https://static.twentyoverten.com/59ea84f278bf780d3c4a0f97/BJhJW99pb/DSC083751437076766172.JPG); background-position: center center; background-repeat: no-repeat; background-attachment: fixed; background-size: cover;>/div>div classoverlay>div classcontainer>div classheader-push>/div>div classhero-content data-locationhero_content data-id66cc8214dd9fbb4d4170127e data-typehero>p>img srchttps://static.twentyoverten.com/59ea84f278bf780d3c4a0f97/rJFlZ596b/Axis_BG_O1437055234924-cropped.jpg stylewidth: 250px; display: block; vertical-align: top; margin: 5px auto; altlogo>/p>/div>/div>/div>/div>div classmain-content-wrapper>div classcontainer>div classmain-content data-locationcontent data-id66cc8214dd9fbb4d4170127e data-typepage>p>Axis Wealth Planning, LLC is an independent financial advisory firm that believes in a biblically minded approach to finance that uses time-tested strategies and philosophies. However, in a world with high speed internet in the palm of our hands and cars that can park themselves, we see the benefits of utilizing the most advanced technology to better assess and manage risk, improve effeciency and lower costs, all in an effort to help our clients build, maintain, protect, and pass along wealth. We also utilize technology to accomodate our clients communication needs and schedules, even to the point of being a truly virtual advisor./p>p>Dishonest money dwindles away, but he who gathers money little by little makes it grow. Proverbs 13:11/p>p>script>// !CDATA(function(i,s,o,g,r,a,m){iGoogleAnalyticsObjectr;irir||function(){ (ir.qir.q||).push(arguments)},ir.l1*new Date();as.createElement(o), ms.getElementsByTagName(o)0;a.async1;a.srcg;m.parentNode.insertBefore(a,m) })(window,document,script,//www.google-analytics.com/analytics.js,ga); ga(create, UA-65576895-1, auto); ga(send, pageview);// >/script>/p>/div>/div>/div>/section>section idsection-about-us classsection page-section>div classdivider>div classbg stylebackground-image:url(https://static.twentyoverten.com/59ea84f278bf780d3c4a0f97/By2Z-9cpb/DSC083741437077054568.JPG); background-position: center center; background-repeat: no-repeat; background-attachment: fixed; background-size: cover;>/div>div classoverlay>div classcontainer>div classhero-content data-locationhero_content data-id66cc8214dd9fbb4d41701278 data-typehero>div classsocial-links>a hrefhttps://www.facebook.com/axiswealthplanning target_blank>i classfa fa-facebook>/i> /a>a hrefhttps://www.linkedin.com/in/jonathanzimpleman target_blank>i classfa fa-linkedin>/i> /a>/div>/div>/div>/div>/div>div classmain-content-wrapper>div classcontainer>div classmain-content data-locationcontent data-id66cc8214dd9fbb4d41701278 data-typepage>h2 styletext-align: center;>About us/h2>br>br>/div>/div>div classcontainer>div classsection-tabs>nav classtabs-nav>ul>li classactive>a href/about-us/mission data-tababout-us/mission>Mission/a>/li>li >a href/about-us/vision data-tababout-us/vision>Vision/a>/li>li >a href/about-us/virtual-advisor data-tababout-us/virtual-advisor>Virtual Advisor/a>/li>span classindicator>/span>/ul>/nav>div classtabs-content>div classtab-pane active data-tababout-us/mission>div classmain-content data-locationcontent data-id66cc8214dd9fbb4d4170126e data-typepage>p>The mission of Axis Wealth Planning, LLC is to provide advice and counsel to our clients with the goal of helping them build, maintain, protect, and pass along wealth because we believe that we, as a society, are tasked to be good stewards of Gods assets, not accumulators of our own./p>p>The rich rules over the poor, and the borrower is the slave to the lender. Proverbs 22:7/p>/div>/div>div classtab-pane data-tababout-us/vision>div classmain-content data-locationcontent data-id66cc8213dd9fbb4d4170125e data-typepage>p>Our vision is to be an innovative financial advisory firm that blends time-tested philosophies and strategies with modern technology in an effort to 1) help our clients evaluate and monitor their current financial situation, 2) listen to their wishes and dreams while helping them clarify their financial goals, 3) counsel them on a plan to meet their goals, then 4) routinely monitor their progress toward those goals and help them stay on track. We will constantly be looking for ways to improve communications, services provided, and create a better overall client experience by staying up to date with national and international trends, always being open to new ideas, and listening to our clients./p>/div>/div>div classtab-pane data-tababout-us/virtual-advisor>div classmain-content data-locationcontent data-id66cc8213dd9fbb4d4170125d data-typepage>p>While many people still want to come into an office to talk with an advisor face to face, in our busy world, many people find it difficult to take time to go sit and meet with an advisor. With the advanced technologies available today, we can work in a secure, online capacity for those who would prefer. /p>/div>/div>/div>/div>/div>/div>/section>section idsection-tools classsection page-section>div classdivider>div classbg stylebackground-image:url(https://static.twentyoverten.com/59ea84f278bf780d3c4a0f97/B1uGW596b/DSC083871437444895216.JPG); background-position: center center; background-repeat: no-repeat; background-attachment: fixed; background-size: cover;>/div>div classoverlay>div classcontainer>div classhero-content data-locationhero_content data-id66cc8213dd9fbb4d41701266 data-typehero>div classsocial-links>a hrefhttps://www.facebook.com/axiswealthplanning target_blank>i classfa fa-facebook>/i> /a>a hrefhttps://www.linkedin.com/in/jonathanzimpleman target_blank>i classfa fa-linkedin>/i> /a>/div>/div>/div>/div>/div>div classmain-content-wrapper>div classcontainer>div classmain-content data-locationcontent data-id66cc8213dd9fbb4d41701266 data-typepage>h2 styletext-align: center;>TOOLS/h2>br>br>/div>/div>div classcontainer>div classsection-tabs>nav classtabs-nav>ul>li classactive>a href/tools/adviceworks data-tabtools/adviceworks>AdviceWorks/a>/li>li >a href/tools/your-risk-number data-tabtools/your-risk-number>Your Risk Number/a>/li>span classindicator>/span>/ul>/nav>div classtabs-content>div classtab-pane active data-tabtools/adviceworks>div classmain-content data-locationcontent data-id66cc8214dd9fbb4d41701268 data-typepage>p>Advice Works is the heart of our client experience and our Financial Planning Program. It allows us to provide a private, personal web portal for each client to link all of their various financial institutions, allowing for simplifying their financial lives./p>h3>a hrefhttps://client.adviceworks.net/auth/login>AdviceWorks Log In/a>/h3>div classrow>div classcol-xs-12 col-md-6>p>br>/p>/div>/div>p>br>/p>/div>/div>div classtab-pane data-tabtools/your-risk-number>div classmain-content data-locationcontent data-id66cc8214dd9fbb4d4170127c data-typepage>p>One of the biggest mistakes people make when investing is not understanding the volatility that their investments may see. For this reason we use an innovative online tool to assess our clients comfort for fluctuation of values of their portfolio. You can try it below./p>p>/p>div idriskalyze-btn-container-wrapper>br>/div>p>br>/p>p>We then use the same tool to measure the expected volatility of their investments. This allows us to more precisely match clients risk tolerance with the risk of their portfolio./p>/div>/div>/div>/div>/div>/div>/section>section idsection-schedule classsection page-section>div classmain-content-wrapper>div classcontainer>div classmain-content data-locationcontent data-id66cc8214dd9fbb4d41701284 data-typepage>h1>a classbtn is-pill btn-block hrefhttps://calendly.com/jonathan-axis relnoopener noreferrer target_blank>Schedule a Phone Call, Zoom or Face to Face meeting/a>/h1>/div>/div>/div>/section>section idsection-our-team classsection page-section>div classdivider>div classbg stylebackground-image:url(https://static.twentyoverten.com/59ea84f278bf780d3c4a0f97/HJVQ-99a-/DSC083801437445046281.JPG); background-position: center center; background-repeat: no-repeat; background-attachment: fixed; background-size: cover;>/div>div classoverlay>div classcontainer>div classhero-content data-locationhero_content data-id66cc8214dd9fbb4d41701274 data-typehero>div classsocial-links>a hrefhttps://www.facebook.com/axiswealthplanning target_blank>i classfa fa-facebook>/i> /a>a hrefhttps://www.linkedin.com/in/jonathanzimpleman target_blank>i classfa fa-linkedin>/i> /a>/div>/div>/div>/div>/div>div classmain-content-wrapper>div classcontainer>div classmain-content data-locationcontent data-id66cc8214dd9fbb4d41701274 data-typepage>h2 styletext-align: center;>OUR TEAM/h2>/div>/div>/div>section classmembers-list>div classmembers-wrapper>div classmember-item has-thumb show-3-up>a href# classopen-overlay>figure classthumbnail>img srchttps://static.twentyoverten.com/59ea84f278bf780d3c4a0f97/HJQT455aZ/cropped/Headshot-2.1437055660539-cropped.jpg altJonathan Zimpleman AAMS, CWS® Photo>div classoverlay>/div>/figure>header classmember-header>h3>Jonathan Zimpleman AAMS, CWS®/h3>div classmember-title>CEO, Wealth Advisor/div>span classread-bio>Read Biosvg classicon>use xmlns:xlinkhttp://www.w3.org/1999/xlink xlink:href#icon-external>/use>/svg>/span>/header>/a>div classmember-content overlay-content>button classclose-overlay>Close/button>div classoverlay-content-wrapper>h2 styletext-align: center;>JONATHAN ZIMPLEMAN AAMS, CWS®/h2>h3 styletext-align: center;>br>/h3>h3 styletext-align: center;>CEO, Wealth Advisor/h3>p>br>/p>p>a hrefmailto:Jonathan@axiswealthplanning.com target_blank>Jonathan@axiswealthplanning.com/a>/p>p>a hreftel:803.774.2947 target_blank>803.774.2947/a>/p>p>Jonathan was born in Iowa but grew up in South Carolina. Hes an avid outdoorsman and woodworker./p>p>Jonathan has worked in the financial services industry since 2002 and been a licensed representative since 2003. He worked for a national brokerage firm before starting Axis Wealth Planning, LLC. His passion is helping educate people about the opportunity they have to change their family history with proper financial planning./p>p>Check the background of this investment professional on a hrefhttp://brokercheck.finra.org/ target_blank>FINRA’s BrokerCheck/a>/p>/div>/div>/div>/div>/section>/section>section idsection-partners classsection page-section>div classdivider>div classbg stylebackground-image:url(https://static.twentyoverten.com/59ea84f278bf780d3c4a0f97/rJADb9cTW/DSC083641437077178725.JPG); background-position: center center; background-repeat: no-repeat; background-attachment: fixed; background-size: cover;>/div>div classoverlay>div classcontainer>div classhero-content data-locationhero_content data-id66cc8214dd9fbb4d41701276 data-typehero>div classsocial-links>a hrefhttps://www.facebook.com/axiswealthplanning target_blank>i classfa fa-facebook>/i> /a>a hrefhttps://www.linkedin.com/in/jonathanzimpleman target_blank>i classfa fa-linkedin>/i> /a>/div>/div>/div>/div>/div>div classmain-content-wrapper>div classcontainer>div classmain-content data-locationcontent data-id66cc8214dd9fbb4d41701276 data-typepage>h2 styletext-align: center;>PARTNERS/h2>br>br>/div>/div>div classcontainer>div classsection-tabs>nav classtabs-nav>ul>li classactive>a href/partners/first-allied-securities data-tabpartners/first-allied-securities>First Allied Securities/a>/li>li >a href/partners/pershing-llc data-tabpartners/pershing-llc>Pershing, LLC/a>/li>li >a href/partners/crump-insurance data-tabpartners/crump-insurance>Crump Insurance/a>/li>span classindicator>/span>/ul>/nav>div classtabs-content>div classtab-pane active data-tabpartners/first-allied-securities>div classmain-content data-locationcontent data-id66cc8214dd9fbb4d41701270 data-typepage>p>We are affiliated with First Allied Securities. Based in San Diego, First Allied serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses. Their exclusive business development platform has been expertly constructed to provide entrepreneurial financial advisors with one of the most comprehensive platforms for growth in the industry. First Allied is part of Cetera Financial Group®, a leading network of independent retail broker-dealers. First Allied Securities is part of First Allied Holdings. /p>/div>/div>div classtab-pane data-tabpartners/pershing-llc>div classmain-content data-locationcontent data-id66cc8214dd9fbb4d4170126c data-typepage>p>First Allied Securities utilize Pershing, LLC as our custodian. Pershing custodies brokerage accounts, including IRAs and fulfills the legal responsibility for safeguarding client assets while also providing administrative services such as account and tax record keeping, monthly statements, and data integrity protections./p>/div>/div>div classtab-pane data-tabpartners/crump-insurance>div classmain-content data-locationcontent data-id66cc8214dd9fbb4d4170127a data-typepage>p>As a prominent independent wholesale distributor of life insurance, a hrefhttps://crumplifeinsurance.com/Marketing/pdf/CrumpCompanyProfile.pdf target_blank>Crump/a> links a national network of approximately 200,000 financial services professionals with the products manufactured by approximately 100+ highly rated insurance companies. Crump is an indirect subsidiary of BB&T Corporation and is one of the companies that make up BB&T Insurance, the sixth largest insurance broker in the U.S. and the seventh largest internationally./p>/div>/div>/div>/div>/div>/div>/section>section idsection-products-and-services classsection page-section>div classdivider>div classbg stylebackground-image:url(https://static.twentyoverten.com/59ea84f278bf780d3c4a0f97/SJDOZ9qaW/porch-41437495898916.jpg); background-position: center center; background-repeat: no-repeat; background-attachment: fixed; background-size: cover;>/div>div classoverlay>div classcontainer>div classhero-content data-locationhero_content data-id66cc8213dd9fbb4d41701264 data-typehero>div classsocial-links>a hrefhttps://www.facebook.com/axiswealthplanning target_blank>i classfa fa-facebook>/i> /a>a hrefhttps://www.linkedin.com/in/jonathanzimpleman target_blank>i classfa fa-linkedin>/i> /a>/div>/div>/div>/div>/div>div classmain-content-wrapper>div classcontainer>div classmain-content data-locationcontent data-id66cc8213dd9fbb4d41701264 data-typepage>h2 styletext-align: center;>PRODUCTS & SERVICES/h2>br>br>/div>/div>div classcontainer>div classsection-tabs>nav classtabs-nav>ul>li classactive>a href/products-and-services/wealth-management data-tabproducts-and-services/wealth-management>Wealth Management/a>/li>li >a href/products-and-services/financial-planning data-tabproducts-and-services/financial-planning>Financial Planning/a>/li>li >a href/products-and-services/products data-tabproducts-and-services/products>Products/a>/li>span classindicator>/span>/ul>/nav>div classtabs-content>div classtab-pane active data-tabproducts-and-services/wealth-management>div classmain-content data-locationcontent data-id66cc8214dd9fbb4d4170126a data-typepage>p>We believe that the many parts of ones financial life are connected, but often people look at them separately. Rarely do they discuss their investment portfolios with their tax accountant or their insurance policies with their banker. However, there are implications across these financial relationships. Wealth Management is a process of simplifying and coordinating a clients entire financial picture./p>/div>/div>div classtab-pane data-tabproducts-and-services/financial-planning>div classmain-content data-locationcontent data-id66cc8213dd9fbb4d41701260 data-typepage>p>We all want to believe that the future will be exactly as we wish it to be. The reality, however, is that things will happen to us and our family that we do not expect. The art of Financial Planning is to try to lay out a plan that accounts for these unseen events. We believe in cash flow planning because that is how we all must live our lives - balancing our expenses with our income. /p>/div>/div>div classtab-pane data-tabproducts-and-services/products>div classmain-content data-locationcontent data-id66cc8213dd9fbb4d4170125c data-typepage>p>Managed Portfolios/p>p>Separately Managed Accounts/p>p>Mutual Funds/p>p>ETFs/p>p>Stocks/p>p>Bonds/p>p>Retirement Plans (401k, SEP, SIMPLE, ESOP Plans, Defined Benefit)/p>p>Life Insurance/p>p>Disability Insurance/p>p>Annuities/p>p>Commodities/p>p>Real Estate Trusts/p>p>Oil & Gas Drilling Partnerships/p>p>Much More/p>p> /p>/div>/div>/div>/div>/div>/div>/section>section idsection-blog-feed classsection page-section>div classdivider>div classbg stylebackground-image:url(https://static.twentyoverten.com/59ea84f278bf780d3c4a0f97/HJdHIc96Z/DSC083941437445183716.JPG); background-position: center center; background-repeat: no-repeat; background-attachment: fixed; background-size: cover;>/div>div classoverlay>div classcontainer>div classhero-content data-locationhero_content data-id66cc8214dd9fbb4d41701272 data-typehero>div classsocial-links>a hrefhttps://www.facebook.com/axiswealthplanning target_blank>i classfa fa-facebook>/i> /a>a hrefhttps://www.linkedin.com/in/jonathanzimpleman target_blank>i classfa fa-linkedin>/i> /a>/div>/div>/div>/div>/div>div classmain-content-wrapper>div classcontainer>div classmain-content data-locationcontent data-id66cc8214dd9fbb4d41701272 data-typepage>h2 styletext-align: center;>Blog/h2>p>br>/p>div classposts-list data-count3 data-feed/blog/feed.xml data-show-imagetrue data-typeinternal>div classposts-wrapper>p classloading>Loading Posts.../p>/div>/div>p>br>/p>p styletext-align: center;>a classbtn btn-block href/blog relnoopener noreferrer target_blank>VIEW MORE/a> /p>/div>/div>/div>/section>section idsection-contact classsection page-section>div classmain-content-wrapper>div classcontainer>div classmain-content data-locationcontent data-id66cc8214dd9fbb4d41701282 data-typepage>p>/p>iframe width100% height450 srchttps://www.google.com/maps/embed?pb!1m18!1m12!1m3!1d3310.370764696242!2d-80.35365488478814!3d33.931590880638836!2m3!1f0!2f0!3f0!3m2!1i1024!2i768!4f13.1!3m3!1m2!1s0x88ff6f470e92a997%3A0x3baf51906482d7ea!2s242+Broad+St%2C+Sumter%2C+SC+29150!5e0!3m2!1sen!2sus!4v1508710202997 frameborder0 allowfullscreen styleborder:0>/iframe>br>p>br>/p>p>br>/p>h2 styletext-align: center;>CONTACT/h2>form classform contact-form>span classdelete-contact-form>/span>span classmask-contact-form contenteditablefalse>/span>div classform-wrapper>div classform-item>label>Name/label>input namecontactname classform-control typetext>/div>div classform-item>label>Email/label>input namecontactemail classform-control typeemail>/div>div classform-item>label>Phone/label>input namecontactphone classform-control typetext>/div>div classform-item>label>Message/label>textarea namecontactmessage classform-control>/textarea>/div>div classform-item>button classbtn contact-submit data-submit-textSending... typesubmit>Send/button>/div>/div>/form>p>/p>p>/p>div classrow>div classcol-xs-12 col-sm-6>h3>Address/h3>242 Broad St br>Sumter, SC 29150 h3>br>/h3>h3>Email/h3>a hrefmailto:jonathan@axiswealthplanning.com target_blank>jonathan@axiswealthplanning.com/a>/div>div classcol-xs-12 col-sm-6>h3>Phone/h3>803.774.2947/div>/div>/div>/div>/div>/section>footer classfooter rolecontentinfo>div classfooter-wrapper>div classcontainer>div classfooter-content data-locationfooter data-id66cc8214dd9fbb4d4170127e data-typefooter>p> /p>p>Securities offered through Cetera Advisors LLC, member a hrefhttp://www.sipc.org>SIPC/a>/a hrefhttp://www.finra.org>FINRA/a>./p>p>Advisory Services offered through Cetera Investment Advisers LLC, A Registered Investment Advisor./p>p>Cetera is under separate ownership from any other named entity. /p>p>Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services./p>p>Check the background of this investment professional on a hrefhttps://brokercheck.finra.org/>FINRA’s BrokerCheck/a>/p>p> a hrefhttps://www.cetera.com/first-allied/clients>Important Disclosures/a> | a hrefhttps://advisor.adviceworks.net/content/images/2024-07/30050047.pdf relnoopener noreferrer target_blank>Business Continuity/a>/p>p>Please Note: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical odor system issues or any consequences arising out of your access to your use of third-party technologies, websites, information or programs made available though this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking. /p>p>This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that youconsult with your finanical or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt form registration./p>sub> /sub>/div>div idtot_badge>p>a hrefhttps://twentyoverten.com target_blank>img srcdata:image/svg+xml;charsetutf8,%3Csvg xmlnshttp://www.w3.org/2000/svg viewBox0 0 30 30%3E%3Cpath dM15,1.75A13.25,13.25,0,1,1,1.75,15,13.27,13.27,0,0,1,15,1.75M15,0A15,15,0,1,0,30,15,15,15,0,0,0,15,0h0Z fill%232b303b/%3E%3Cpath dM13.13,6.39a0.6,0.6,0,0,1,.57-0.63h0.72a0.6,0.6,0,0,1,.64.63V9h1a0.6,0.6,0,0,1,.64.63V10a0.61,0.61,0,0,1-.56.65H15.06v6.73c0,0.82.21,1.06,0.93,1.06h0.47a0.6,0.6,0,0,1,.64.63v0.4a0.61,0.61,0,0,1-.57.64h-0.6c-2,0-2.85-.82-2.85-2.73v-11h0Z fill%232b303b/%3E%3Cpath dM17.38,23.6a0.64,0.64,0,0,1-.64.63H13.28a0.64,0.64,0,0,1-.64-0.63V23.05a0.64,0.64,0,0,1,.64-0.59h3.44a0.64,0.64,0,0,1,.64.63V23.6Z fill%232b303b/%3E%3C/svg%3E altFinancial Advisor Websites by Twenty Over Ten>span>Powered by Twenty Over Ten/span>/a>/p>/div>/div>/div>/footer>script>window.appUrl https://app.twentyoverten.com;window.siteUrl https://axiswealthplanning.com;window.suppress false;window.calendlyActive true;/script>script srchttps://ajax.googleapis.com/ajax/libs/jquery/2.2.4/jquery.min.js>/script>script srchttps://assets.calendly.com/assets/external/widget.js typetext/javascript>/script>script src/assets/frameworks/assets/dist/js/global-2.0.2.js>/script>script src/assets/frameworks/themes/iris/2.0.0/assets/dist/js/main-2.0.0.js>/script>script srchttps://www.riskalyze.com/hosted/29c3f724850e164fc16c/rq/lt/lg/btn.js data-logo1 data-button-titleWhats Your Risk Number?>/script>script> var container $(#riskalyze-btn-container) $(#riskalyze-btn-container-wrapper).append(container); /script>script srchttps://use.fontawesome.com/05399e2a5c.js>/script>script>(function(i,s,o,g,r,a,m){iGoogleAnalyticsObjectr;irir||function(){(ir.qir.q||).push(arguments)},ir.l1*new Date();as.createElement(o),ms.getElementsByTagName(o)0;a.async1;a.srcg;m.parentNode.insertBefore(a,m)})(window,document,script,https://www.google-analytics.com/analytics.js,ga);ga(create, UA-65576895-1, auto);ga(send, pageview);/script>/body>/html>
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