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AXA Advisors, LLC.

Servicing All of Your Financial Needs

Jonathan D. Stone CFP®

 

Welcome to my Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. 

Today's investment climate offers unprecedented opportunities. My mission is to help my clients take advantage of those opportunities by providing them with three key tools:

1. A clear understanding of their financial goals

2. A well-defined roadmap for achieving those goals

3. Ongoing advice to help adjust their roadmap when their needs change

I cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. I strive to help my clients develop a comprehensive, cohesive financial plan that fits their unique needs and enables them to meet both short and long-term objectives.

On my Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing.

For help with your financial management, or for more information, please contact us today.

Newsletters

An Interest in Lending

The basics of bonds including the advantages and risks of U.S. Treasury, municipal, and corporate bonds.

S Corp vs. C Corp

From time to time businesses may want to revisit whether the current organizational structure is meeting its needs.

Balancing Foreign Trade

The key dynamics behind the U.S. trade deficit including trade issues with China and international trade agreements.

Small-Business Borrowing Update

Common financing options that small businesses often rely on to run their operations or finance expansion.

More Newsletters →

Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Car Affordability

How much can you afford to pay for a car?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

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