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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

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

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Calculators

Loan Payoff

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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Home Affordability

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

More Calculators →