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.


 

 
Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Life Insurance (AXA version)

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

More Calculators →

Newsletters

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

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.

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

More Newsletters →