Chris Randall
Axis Capital Management
Hermosa Beach, CA
Contact Chris
Chris can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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College Planning
Chris specializes in
- Business Owner/Entrepreneur
- Technology Professional/Engineer
- Corporate Officer
- Travel Worker
- Class Instructor/Coach
- Strategy Consultants
- Early Retirement
- Financial Independence
- Couples
- Single Woman or Widow
- DIY
- Have Children or Dependents
- Healthspan or Longevity
Expertise
- Investment Analysis and Planning
- SRI or ERI
- Portfolio Management
- Portfolio Guidance
- Retirement Planning
- Benefits and Compensation Planning for Employees
- Tax Efficient Withdrawal Planning
- Tax Optimization
- Insurance and Risk Management
- Charitable Giving
- Cash Flow Analysis
- Budgeting
- Debt Management
- Student Loan Repayment
- Saving and Investing for College
- Late Stage College Funding and Planning
- Financial Behavior and Wellness Education
- Life Event Planning
- Windfall Planning
- Real Estate Planning
- Family Office Services
- Business Finance Planning
- CFO Services
- Value Acceleration
Pricing
Financial Planning for Millennials: $3,000-$6,000 depending on complexity
We work with you to chart a course for your financial future. Using a cash flow-based approach, we organize and categorize your expenses and liabilities. We look for ways to reduce or consolidate unnecessary capital expenditures. By maximizing savings and increasing free cash flow we can help clients realize their dreams of financial independence sooner rather than later.
Cashflow Management for Business Owners: Included in the $300-$500 monthly retainer, depending on complexity
Using a cash flow-based plan allows us to identify redundant or inefficient expenses and costs. Minimizing wasted capital is paramount to improving positive cash flow on a monthly basis. We provide alternative solutions and unique perspectives to complex problems like liabilities and debt management. Dialogue with the client is crucial to ensure we are not sacrificing things that are important to you.
Portfolio Management For Flat Fee Financial Planning: Included in the $300-$500 monthly retainer, depending on complexity
From day one we believe that education and understanding of the investment products in your portfolio are crucial to increasing the financial literacy of our clients while helping foster trust between the adviser and the client. A comprehensive risk analysis is the driver of asset allocation in the portfolio. Liquidity analysis, for large expenditures like education funding or home purchases, is important to ensure that your money is working for you and it is available when you need it.
Retirement Plans for Business Owners: Included in the $300-$500 monthly retainer, depending on complexity
Are you a solopreneur that can take advantage of the tax breaks of a Solo 401k? Or a small business owner that is setting up a traditional 401k for your employees? No matter the size and structure of your company, we will find the best retirement plan for you. We help setup the plan, navigate the paperwork, and help select the funds available to invest in.About
Chris Randall is the Founder & CEO of Axis Capital Management. He launched the firm in January of 2022 after realizing that there were no financial advisors available for people that don’t have millions of dollars of investments. His goal is to elevate the investment education of millennials and first time investors, so they can grow their wealth and achieve financial independence. Prior to founding Axis Capital, Chris was a Fixed Income Trader at Guggenheim Partners, focusing on municipal bonds and asset-backed securities. He spent 10 years there managing billions in assets for institutional and retail clients. Prior to joining Guggenheim he spent 5 years at Capital Group Companies as a trader in the fixed income division.