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.


 

 

Life Insurance

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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

An Extra Layer of Protection

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

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

More Newsletters →