Media Library

OUR BLOG

Recent Posts

is a recession coming?

How to Recession-Proof Your Financial Life Before It’s Too Late

By Rob Shelton • December 18, 2025
Markets may look strong, but uncertainty often builds quietly beneath the surface. In
roth conversion

Roth Conversions — A Year-End Strategy Most Advisors Miss

By Walter Storholt • December 11, 2025
Most people focus on holiday plans this time of year, not tax brackets, but that’s exactly why so many families miss out on one of the most powerful long-term planning opportunities: Roth conversions.
business succession

Passing the Baton in a Family Business

By Walter Storholt • November 28, 2025
What if the hardest part of passing on your business isn’t the paperwork, but ensuring your family’s story, values, and bonds endure for generations to come?

The Hidden Side of Retirement: Purpose, Identity & Fulfillment

By Rob Shelton • November 26, 2025
Retirement isn’t the finish line, it’s the start of a meaningful new act. Rob challenges you to think beyond your finances and truly unlock purpose and connection in your next chapter. We also explore the often-overlooked emotional and purpose-driven elements of retirement that truly shape a fulfilling next chapter.
tax checklist

The Year-End Tax Checklist: 3 Things Every Successful Family Should Do Before December 31st

By Rob Shelton • November 20, 2025
Don’t be that family staring at last year’s tax bill in April, wishing you’d planned ahead.
financial advisor

3 Things Every Entrepreneur Should Know Before Changing Financial Professionals

By Rob Shelton • November 13, 2025
This episode dives deep into why entrepreneurs need more than basic financial advice, they need partners who truly understand their vision, values, and legacy.
See All Posts

OUR BOOKS

Is My Family Going To Be Okay?: What Successful Families Do To Answer That Question

Robert Shelton has spent his entire career working with successful families and in this book, he outlines the collaborative process that is absolutely essential to managing your wealth effectively and holistically.


He walks you step-by-step through his collaborative process and shows you exactly how you can prepare your family financially for whatever curve balls life may throw at you.


He follows each chapter with a couple of action steps to get you started on answering that all important question confidently and with a resounding - Yes, my family is going to be okay.

SOCIAL MEDIA

<-- Have you liked our Facebook Page?

You can find us on Facebook, LinkedIn, Twitter and Instagram! Our feed is designed to inspire, educate and keep you up to date on the latest Axio news!


Follow us by clicking the icons below. Don't worry about missing anything, once you follow us, we'll keep you in the loop!


WANT TO REACH US?

Fill out this form. We'll be in touch.

Contact Us