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Strategies with quantifiable goals; Portfolio Modeling, Asset Allocation, Life Insurance, & Business Strategies; Selecting Suitable Products

Our Firm
 
Our team’s combined experience, credentials, and client care is what sets us apart. We believe our constant attention to service will build long-term trust.
 
Some financial associates & resource relationships hold the following certifications, degrees, and designations: in law Jurist Doctorate (JD), Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER (CFP®) professional, “Certificate in Retirement Planning”-Wharton, and MBA’s (See individual biographies for details)
 
Our Mission
 
We take the complex financial issues, and invest time in the education of our clients. This empowers the client to see and track their financial goals, and involves them in their mission for financial success.
 
The process we employ is to analyze current data, such as: business agreements, statement of accounts, employee benefit packages, then identify both corporate and individual goals & objectives. We prepare recommended strategies designed for the overall well-being of our clients.
 
Excellence
 
Our financial professionals are dedicated to studying economic & market changes, so that we can continue to provide our clients with the most up-to-date service and advice.
 
Financial Products & Services
As Registered Representatives, and Investment Advisor Representatives of AXA Advisors, LLC, and Agents of AXA Network, LLC, and its subsidiaries, we offer a variety of financial products and services. These include: Fee-Based Financial Planning, Retirement Planning, and retirement distributions, Estate Preservation—Legacy Planning, Business Succession Planning, Brokerage Accounts, Fee-Based-Asset Management Accounts, College Education Funding, Life Insurance Programs for Business Owners, Executives, and Professionals, 401(k) Plans, Executive Benefits, Group Health and related programs.
 
Commitment  
 
We are committed to deliver high quality, value oriented financial services that address both business and personal financial needs, educate our clients, and stand ready to coordinate all other professionals in the planning process, such as the clients’ CPA, and attorneys. 
 
 

AXA Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances

Newsletters

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

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Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Lease Interest

What's the interest rate on the lease you're considering?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →