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Financial Advising in Georgetown, TX
At Axon Capital Management, we provide fee-only, fiduciary financial planning and investment management services to individuals and families across Georgetown and the surrounding Central Texas area. Whether you’re nearing retirement, building wealth during your working years, or managing a financial transition, we help you make informed decisions with clarity and confidence.
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Planning Problems
Confused about how to handle her RSUs and incentive stock options (ISOs)
Concerned about the tax implications of exercising options and selling shares
Overwhelmed by the idea of diversifying her growing portfolio tied up in company stock
Solution
I developed a tailored equity compensation strategy for Sarah, including
A timeline for exercising her ISOs to minimize the Alternative Minimum Tax (AMT) impact
A plan to gradually sell her RSUs and reinvest proceeds to diversify her portfolio
Clear guidance on how to use proceeds to max out her Roth IRA and HSA contributions
Outcome
Sarah reduced her tax liability by $18,000 over two years and diversified her portfolio to reduce risk. She now feels confident in her financial future and continues to work with me to monitor and adjust her strategy as her company grows.
Planning Problems
Struggling to prioritize saving for retirement, college, and paying off their mortgage
Unsure if they’re on track for retirement given their competing goals
No clear tax strategy despite both being high-income earners
Solution
I created a comprehensive financial plan that addressed their concerns:
Reviewed and consolidated their 401(k)s and IRAs to optimize investment allocation
Implemented a 529 plan for their kids’ college education, with annual contributions tied to their budget
Designed a tax-saving strategy, including Roth IRA backdoor conversions and increasing HSA contributions
Outcome
Within six months, David and Maria had a clear plan that allowed them to save $25,000 annually toward retirement and $10,000 toward their kids’ college while still paying extra toward their mortgage. They’re now on track to meet their long-term goals without feeling overwhelmed.
Planning Problems
Earning over $400,000 annually but felt he wasn’t maximizing his savings or investments
Unsure how to best utilize additional income after maxing out his 401(k)
Wanted to ensure financial independence by 50 but didn’t know if it was realistic
Solution
I worked with James to build a financial independence plan, including:
Structuring a mega backdoor Roth IRA strategy to maximize his after-tax contributions
Redirecting surplus income into a diversified taxable brokerage account with a goal-oriented allocation
Modeling his financial independence timeline, including annual spending estimates and tax-efficient withdrawal strategies for early retirement
Outcome
James is now saving 45% of his income and projects financial independence at age 49. He feels confident knowing his investments and plan align with his long-term goals, and he’s thrilled to have clarity around his path to early retirement.
A breakdown of our service offering and the accompanying costs:
This model is for clients seeking ongoing support and a hands-on partnership to manage their investments and financial life. I work with you continuously to ensure your plan stays aligned with your evolving goals and market changes.
Not blended, you move up full tiers as AUM grows. Example: For $350,000 in managed assets, the annual fee would be approximately $3,500. The fee is charged quarterly and deducted directly from your investment accounts for convenience.
Get Started
This model is ideal for individuals or families who want a comprehensive financial plan but prefer to implement it on their own. In two focused meetings, we’ll create a personalized roadmap for the most important areas of your financial life.
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