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Financial Independence Advisory
Program

At Axis Capital, we are committed to helping you achieve Financial Independence and Retire Early (FIRE). Our expert team delivers personalized financial strategies, investment education, and tools designed to build sustainable wealth and financial freedom on your terms.
Ready to start your FIRE journey?
Schedule a call with Axis Capital to begin building your roadmap to financial freedom.
Request a call

How Axis Capital Helps You Achieve FIRE

Tailored Investment Strategies
Goal-oriented financial planning
Access to real-time market insights
Diversified low-cost investment portfolios
Flexible saving and retirement plans
Automated tracking and rebalancing
FIRE-focused digital tools and dashboards
Tax-efficient planning and compliance
Full access to performance metrics
One-on-one support from Axis Capital advisors

Your FIRE Roadmap with Axis Capital

Our guided approach lays out each step of your journey toward early retirement. With Axis Capital’s proven strategy, you’ll gain the confidence and clarity needed to take control of your financial future.
  1. Week One
    • Initial consultation to define your FIRE goals and financial baseline.
    • Create your personalized FIRE action plan with our advisors.
    • Access to your Axis Capital client dashboard and financial tools.
  2. Week Two
    • Design your custom investment and savings portfolio.
    • Integrate automated budgeting and tracking systems.
    • Begin guided financial literacy modules tailored to FIRE.
  3. Week Three
    • Launch your investment plan and start building wealth.
    • Review milestone-based progress reports with your advisor.
    • Adjust and optimize as you go with real-time support.
  4. Week Four
    • Finalize your FIRE financial independence framework.
    • Start long-term planning for early retirement targets.
    • Maintain access to the Axis Capital advisory team and insights.
Build Your Freedom with Axis Capital
Request a free consultation and take the first step toward financial independence and early retirement.
Request a call

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United States

AXIS CAPITAL MANAGEMENT, LLC (CRD #317959) is a U.S.-based investment advisory firm registered with the Securities and Exchange Commission (SEC). The firm maintains active notice filings in multiple jurisdictions and operates in accordance with the Investment Advisers Act of 1940.

The firm’s registration status is as follows:
California: Approved as of 01/04/2022
Texas: Conditional Restricted as of 06/25/2024

Investors may review the firm's latest Form ADV filings, including Part 2 Brochures, through the Investment Adviser Public Disclosure (IAPD) system. For verification, search by Firm Name or CRD/SEC Number.

Registration Summary:
AXIS CAPITAL MANAGEMENT, LLC is subject to federal and applicable state securities laws. Notice filings are submitted where required. As of this date, the firm is not currently notice filed in jurisdictions outside those listed above.

When engaging with any financial professional, always verify credentials using trusted sources such as FINRA’s BrokerCheck or the SEC’s IAPD. Be alert to phishing schemes and fraudulent websites that may impersonate legitimate investment advisers. Never share personal information or transfer funds without verifying the professional’s registration status.

For questions or concerns, contact the Financial Industry Regulatory Authority (FINRA) directly or visit www.finra.org.

Disclaimer: Trading in derivatives carries a high level of risk.