AXA Advisors, LLC

Welcome to my website, enjoy your visit

Hello, and welcome to my web site. I am a financial professional for AXA Advisors, LLC. Wanting to help people is what first attracted me to the financial services industry, and that is what has kept me going throughout my career.

I work to help clients protect themselves, their families and their businesses from the unexpected turns life often takes, and to help guide them toward a solid financial future.

I have recently been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning. 

Whether you are interested in protection for your family, education funding for your children, a secure retirement or the growth of your business, I want to help you achieve your goals by designing a financial strategy specific to your needs.

If I can be of assistance to you, your family or your business in helping to make any financial goal a reality, please contact me.

 

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

 

 

  • 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.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Net Worth

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

Risk Tolerance

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

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

More Calculators →

Retirement, Boomer Style

As the baby boomers leave the workforce for retirement, the nation is facing a shortage of workers to take their places. This demographic shift is expected to affect not only Social Security and Medicare, but the U.S. economy, as well.

An ILIT Might Fit

If you are concerned about estate taxes, an ILIT might be the way to go.

In a Category All Its Own

Since exchange-traded funds (ETFs) were first introduced in 1993, interest in them has grown steadily.

Betting Your Life on Low Coverage

If you are close to retiring or have already retired, you may be wondering whether your life insurance policy meets your current needs.

More Newsletters →

July 05, 2008 @ 11:28 PM

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