Market Watch

August 01, 2010 @ 02:54 AM

Dow Jones Industrials 10,465.94- 1.22
Nasdaq Composite 2,254.70+ 3.01
S&P 500 1,101.60+ 0.07
10 Year Treasury Note 3+ 0.01

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AXA Advsiors

Financial Consultant

Hello and welcome to my web site!   Thank you for taking the time to visit my homepage and I hope that you find my site useful.  Here you will find a wealth of information in the form of newsletter articles, calculators, and research reports.

If you are new to the world of financial planning, the information provided here can help educate you on our company, our services, and the resources available through AXA Advisors, LLC. In addition, it will offer insight on how I can help you achieve your financial dreams and independence through proper planning. To help you understand a little more about what I can help you with, have you ever asked yourself:

  • “What is the best way to save for my child’s education?”
  •  "Am I saving enough for retirement?”
  • "What is the proper balance of stocks to bonds in my portfolio?”
  • “As a business owner, how can I recruit, retain, and reward the best employees so I can see more growth?”
  • “How can I protect my family if something should happen to me?” 
     

As a financial consultant, I have committed myself to helping individuals, families, and businesses plan for the uncertainty that lies in today’s economic and political ambiguity. My education, and the experience I bring with me, will provide an invaluable resource to achieving your long-term goals. As a graduate of James Madison University in 2000, I earned my Bachelors of Business Administration in International Business and also spent time studying abroad in Thailand and Taiwan.

If you are already a client of mine, this site can provide you access to your accounts as well as providing you with great educational information on some of the most recent financial topics. But, whether you are a client of mine or are just curious to learn more about the financial planning process, please do not hesitate to contact me! 

In any event, I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with skilled professionals to pursue your financial goals.  I hope you take advantage of this resource and visit often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.


 

 

Newsletters

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

Interest Rates: Be Ready for Anything

There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

Get to Know Your Beneficiaries

It's a good idea to review your beneficiary designations on a regular basis to help ensure there is no debate over who will inherit your retirement assets and receive your life insurance benefits.

Getting Something for Giving

Charitable trusts may help your charity of choice while also providing you with potential tax benefits.

More Newsletters →

Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Savings Accumulation

Estimate the future value of your current savings.

Savings Goals

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

IRA Eligibility

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

More Calculators →

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