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January 27, 2012 @ 02:10 PM

Nasdaq Composite 2,811.30+ 6.02
S&P 500 1,315.15- 3.28

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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.

Newsletters

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

More Newsletters →

Calculators

IRA Eligibility

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

Savings Goals

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

Personal Inflation Rate

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Contact Info

Phone: (206) 956-6246

Victor.Belonis @axa-advisors.com

Local Office | Branch Office


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