TL-Book

TOGETHER WE RISE. At Axim Planning & Wealth, we are dedicated to helping our clients achieve the security in retirement they deserve. As independent financial advisors, we understand the hard work and dedication it takes to build your wealth over a lifetime, and we want to help ensure that your financial journey is dependable and your assets are safeguarded. Our team at Axim Planning & Wealth thrives on connecting with our clients. That’s why we put the humanity of our clients before the number in their bank accounts.

By working together, we help to collaboratively pave the way toward your successful retirement.

DISRUPTING THE FINANCIAL WORLD Tim Lofton has made it his mission to help others become financially independent, and with his extensive experience in the industry, he is well qualified to do so. Tim’s journey began with a loving family, but money was sparse, so he understood the meaning of the word struggle from an early age. Throughout his early adulthood, Tim developed a strong work ethic, seeking high-paying careers and equating money with success. He lived a life striving for excellence so he wouldn’t have to suffer financially in adulthood the way he had in childhood. As he matured, Tim began to question what was driving him and realized it was one thing: freedom.

Tim began his career in financial services at a large corporate firm and then another, and then he realized that the cookie-cutter formula they offered did not fully serve his clients.

The one-size-fits-all plans worked in the firm’s best interest, not the client’s. He realized that for his clients to truly benefit from his knowledge, Tim would have to forge a new path, disrupting the financial world with humanity and launching a fiercely independent practice, Axim Planning & Wealth. Now leading with integrity and grit, Tim and his team have built a practice that puts their clients at the core of their work, and they have made it a priority to help ensure people feel safe in retirement with a steady, reliable income.

TIM LOFTON PARTNER

M AT T J A D W I S I A K PARTNER

FINDING FREEDOM. EMPOWERING COMMUNITIES. Matt Jadwisiak embodies a legacy of diligence rooted in a blue-collar work ethic cultivated by his family. His early immersion into the workforce at 14 fostered an innate understanding of the correlation between hard work and financial value. After graduating college, despite the economic climate posing challenges, Matt’s aspiration for a career in financial services persisted. He worked in the software business for years until he reconnected with his childhood friend, Bret Loftis, and chose a path together in financial services. Together with Bret and Tim, they established Axim Planning and Wealth, a practice dedicated to empowering communities with the retirement independence they deserve.

Matt’s approach transcends the cookie-cutter mold; it’s a strategy meticulously tailored to each client’s unique needs. At Axim Planning and Wealth, our mission is to fully understand your needs and craft a personalized financial blueprint, unlocking the door to the freedom in retirement that you dream of.

P U T T I N G H U M A N I T Y AT THE CORE Brett Loftis’s journey began in a small town where hard work was a way of life. As a young adult, he helped his dad scale up his construction business, Which led to a career path in that direction for a time. When he met Tim Lofton, he worked at a big box firm, writing insurance. They shared the same morals and values, truly wanting to help their clients, and when Bret realized that the practice they were a part of preferred scare tactics over safe money strategies, Bret left the practice. He later reconnected with Tim and joined the team at Axim Planning and Wealth, where he could follow his passion for helping people enjoy freedom in retirement.

Bret puts his clients at the core of his business and strives to provide relief so that they can venture confidently into their future. Together with Tim and Matt, their shared mission is to empower their community to thrive in retirement through custom-built plans to help get you to the retirement you envision.

BRETT LOFTIS VICE PRESIDENT

FINDING YOUR INDEPENDENCE. As a fiercely independent financial advisory, we have built a practice that focuses on putting our clients at the center of our work. We understand the financial sector is complicated, and we want to simplify financial concepts that will most benefit the client and maximize their lifestyle and financial future. At Axim Planning & Wealth, we work diligently to help provide the most impact to our client’s unique needs by offering personalized, holistic financial plans focusing on comprehensive investment methods and risk management. Our agenda is simple: to help get you closer to independence and closer to your dreams for retirement.

FORGING A HOLISTIC PAT H T O I N D E P E N D E N C E .

At Axim Planning & Wealth, our expertise is crafting holistic financial plans that will carry you through retirement and beyond. That’s why we use various zerofloor vehicles and investment strategies to help preserve your hard-earned assets while growing them for the future. Our team of professionals strives to connect with our clients through personalized, relevant services. As fiduciaries, we help you find your way to an independent, carefree future with retirement planning, insurance, Medicare, tax efficiency, and wealth preservation. With a clear path, you can be rest assured that you are on your way to the retirement of your dreams.

LET’S FORGE YOUR PAT H T O G E T H E R .

Contact us today for a written financial plan.

937.291.2060 info@aximwealth.com 4 Sycamore Creek Dr. Springboro, OH 45066

937.291.2060 info@aximwealth.com 4 Sycamore Creek Dr. Springboro, OH 45066 Advisory services are offered through Axim Wealth Management LLC dba Axim Planning & Wealth, an SEC Registered Investment Advisor.