• Text Size: A A A

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

Experience U.S. National Parks by Volunteering

This article explores ways to enjoy a relatively inexpensive outdoor vacation.

HOT TOPIC: Will College Pay Off? Big Bills Call for Smart Choices

A Federal Reserve analysis found investing in a college degree earned an average annual return of about 15% over the last decade.

Smaller Hikes for Medicare Advantage Premiums

The government planned to reduce Medicare Advantage plan funding for 2015, but pressure from Congress led to a reversal.

IRS Flips on Rollover Rules

Starting in 2015, only one 60-day tax-free rollover each year will be allowed, no matter how many IRAs are owned.

More Newsletters →

Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Savings Accumulation

Estimate the future value of your current savings.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Appointment Signup


backforward