Business Source July - August 2018 - Page 2

Focusing on the Financial Future of Families & Businesses At the Axiom Financial Strategies Group of Wells Fargo Advisors, we serve the fi nancial needs of families, family-owned businesses and entrepreneurs. Our primary goal is to perpetuate the family wealth of our clients through our experience, intellectual capital, DQGJRDOV±DOOFULWLFDOHOHPHQWVRIDFRPSUHKHQVLYH¿QDQFLDOSX]]OH2XULQYHVWPHQWSODQQLQJDGYLFH concierge-level service and core values. The members of our team truly work together with our clients. We begin with our differentiated planning process to help clients solve EXLOGDQGSUHVHUYHWKHLU¿QDQFLDOIXWXUH even the most complex of personal and business fi nancial situations. SERVICE | INTEGRITY | ACCOUNTABILITY | GROWTH | INNOVATION Michael Grau, CFP ® , RICP ® )LUVW9LFH3UHVLGHQWΖQYHVWPHQW2ɝFHU Vaughan Scott, MBA, CPWA ® 0DQDJLQJ'LUHFWRUΖQYHVWPHQW2ɝFHU Michelle Konkle, CFP ® Todd Harrett Financial Consultant Financial Advisor Eric Ballenger 6HQLRU9LFH3UHVLGHQWΖQYHVWPHQW2ɝFHU Gloria Glo ria Bommarrito Bomma Bo mmarri mma rrito rri to Vicky Vic ky Peay Pea y Claudine Super Gloria Glo ria Bo Bommarrito Vicky Vic ky Pea Peay 6HQLRU5HJLVWHUHG&OLHQW$VVRFLDWH2ɝFHU 6HQLRU 6HQ 6HQLRU5HJLVWHUHG&OLHQW$VVRFLDW LRU5H LRU 5HJLV 5H JLVWHU JLV WHUHG WHU HG&OL HG &OLHQW &OL HQW$V HQW $VVRF $V VRFLDW VRF LDWH LDW H2ɝF H 2ɝFHU 2ɝF HU Cli iate ent e Associate Assoc As sociat soc iate iat e Client Associate Client 6HQLRU 6HQ LRU5H LRU 5HJLV 5H JLVWHU JLV WHUHG WHU HG&OL HG &OLHQW &OL HQW$V HQW $VVRF $V VRFLDW VRF LDWH LDW H2ɝF H 2ɝFHU 2ɝF HU Client Cli ent As Assoc sociat Address: 101 W. Spring Street, Fifth Floor, New Albany, IN 47150 | Phone: 812-948-8475 Fax: 812-948-8732 www.axiomfsg.com Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Service, LLC. Member SIPC CAR# 0618-01381 CAR 0418-00658