Market Watch

May 25, 2012 @ 08:38 PM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86

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Building Relationship
Building Future

Your Plan is Our Purpose

 

Welcome to my website.
I am a Financial Consultant with AXA Advisors, LLC. I focus on working with individuals, non-profit organizations and small businesses. My goal is to educate my clients and work together with them to establish goals and create financial strategies to reach those goals. It is important to me to get to know my clients and build a long-lasting relationship. Planning for the future is a process and I am dedicated to see my clients all the way through to retirement. My personalized approach to my clients’ unique situations really sets me apart from most.
 
With my education and experience over the last 17 years in the accounting and tax planning fields*, I have helped clients build for their future. I can help you too!
 
There are many resources available to you on my website. If you are looking to purchase a new home, pay off debt, or simply want to project retirement savings, please visit the Calculator Resources. There are many newsletters and articles available for you on topics people ask about every day. Be sure to check out the Tax Library for great tax planning information. Current clients can login to their accounts through the Account & Policy Login link. If you would like to schedule an appointment to discuss how I can help you with your financial picture, please click on the Appointment Sign-Up link. Don't forget to add this website to your favorites. You can e-mail me with a click of a button if you have any questions. Together we can build your future.
 
Thank you for visiting my website. 

*

AXA Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances

Newsletters

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

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: Could High Oil and Gas Prices Derail the Recovery?

Gas prices began the year higher than normal and increased sharply. The forecast is for prices to rise to record highs by summer. But it’s not just drivers who are feeling pain at the pump. This article will explain some possible reasons why gas prices have been rising and discuss the potential implications for consumers, businesses, and the broader U.S. economy.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

More Newsletters →

Calculators

Risk Tolerance

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

Savings Goals

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Insurance (AXA version)

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

More Calculators →

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