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Employee Benefits Administration

Insurance Guidance

Decision Support

Communication

Compliance

Employee Benefits Services

  • Fully Insured and Self-Funded Medical Plans
  • Group Life & Disability
  • Long-Term Care Plans
  • Supplemental Insurance Plans

Business Retirement Plans

  • 401(k) Plans
  • ESOP Plans
  • Profit Sharing Plans
  • Simple IRA Plans
  • Simplified Employee Pension (SEP) Plans

Individual Financial Products & Services

  • Retirement Income Plans
  • Educational Funding Plans
  • Health Insurance Planning
  • Annuities
  • Life Insurance
  • Disability Income
  • Social Security Planning
  • IRA Transfers
  • Long Term Care Insurance

About Axcess Financial Group

Axcess Financial Group is proud of its long history of servicing the employee benefits needs of employers in the Southwest, in multiple states such as New Mexico, Texas and Colorado.

A few important facts about us:

  • Founded in 1996 by Mark Zapatka, reorganized in 2000 as Axcess Financial Group, a joint venture between Mark and Jamie Cox
  • Headquartered in Albuquerque, New Mexico
  • Staff of 5 professionals
  • Full range of brokerage/consulting services include:
    • Employee benefits products and services
    • Executive benefit planning
    • Retirement products and services
    • Personal financial planning
  • Provide access to a wide variety of insurance and administration markets
  • Excel locally through community involvement and position of leadership

With approximately 110 group clients, Axcess Financial Group isn’t the largest but rather the most comprehensive Employee Benefits Advisor in this market. Our local, on-site presence allows us to fully integrate with our clients in an effort to build a relationship with the employee population and monitor their changing perceptions of the benefits package.