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Auxan Capital – Investment Advisors

Investment Expertise for Financial Goals

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We Have a Comprehensive Set of Financial Solutions

Individuals and Families

  • IRAs
  • 401k Rollovers & Advice
  • Retirement Planning
  • Social Security Strategy
  • Savings & Investments
  • LTC & Life Insurance
  • Personal Finance

Wealth Management

  • Lump Sum Management
  • Settlement
  • Inheritance
  • Insurance Payout
  • Sale of Property/Business
  • Pension Payout
  • Advanced Strategies
  • Indexed Annuities
  • Early Retirement

Employers & Institutions

  • Employer Plans
  • 401k, 403b
  • SIMPLE Plans & SEP IRAs
  • Managed Portfolios
  • Corporate accounts
  • Endowments & Foundations
  • Business Planning

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Accessible, Aligned Investments –
On Your Terms

Our management fees are based on a percentage of assets under management – this aligns our incentives to grow the pool for every client. We only manage accounts at your discretion, and the final say is always yours.

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