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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

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

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.

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Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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How much will it cost to pay off a loan over its lifetime?

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