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2468 Tapo Canyon Road Simi Valley, CA 93063

(805) 306-7850
cboynton@arxisgroup.com
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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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When Markets React

When markets shift, experienced investors stick to their strategy.
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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.
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<p>Investments</p>

Investments

You’ve made investments your whole life. Work with us to help make the most of them.
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WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

<p>Estimating the Cost of College</p>

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.
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<p>Retirement Realities</p>

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
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<p>How to Make the Tax Code Work for You</p>

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

Chris Boynton

Chris Boynton, CPA, CFP ®

Partner

Kelley Windham

Kelley Windham

Administration

Allison Stanley

Allison Stanley

Administration

Afton Land

Afton Land

Administration

Jedi Johnson, CPA

Jedi Johnson, CPA

Partner

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