AXA Advisors

CERTIFIED FINANCIAL PLANNER™ professional


Hello and welcome to my Website. I help individuals, families, and business owners develop appropriate financial strategies based on their various goals and objectives. These may include:
• Financial Planning
• Retirement Planning
• Tax-Advantaged Investment Strategies
• Education Savings Plans
• Life, Disability, and Long-Term Care Insurance

My approach is to listen carefully as clients describe their financial goals. I then gather all of their pertinent financial information and discuss possible strategies. Informing clients of the advantages and disadvantages of these strategies is vital. Because there is an overwhelming amount of financial information available, it can be difficult to know how to proceed. I believe in maintaining long-term relationships with clients and working together to review their situations regularly and making changes as needed.

My current FINRA securities registrations include the Series 6, 7, 24, 53, 63, and 65. In addition, I regularly attend Continuing Education classes so that clients can count on me for accurate, up-to-date advice.

AXA Advisors, LLC, is an Equal Opportunity Employer - A/A M/F/D/V

AXA Advisors does not provide tax or legal advice. The information provided is based on our general understanding of the subject matter discussed and is for informational purposes only. Please consult your tax and/or legal advisors regarding your particular circumstances.

CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

AXA Equitable does not issue disability income insurance, group life insurance, health insurance, dental plans, or vision plans. These products are issued by third-party insurers and are made available through an insurance brokerage affiliate.

Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Life Insurance

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

Newsletters

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

More Newsletters →

Market Watch

March 11, 2010 @ 03:33 AM

Dow Jones Industrials 10,567.33+ 2.95
Nasdaq Composite 2,358.95+ 18.27
S&P 500 1,145.61+ 5.17

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