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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

Expenses in Waiting: Managing Costs on Your Property and Casualty Insurance

For auto and homeowners insurance, consider deductibles and coverage limits, and compare rates for available options.

File and Suspend: A Flexible Social Security Strategy

Understanding Social Security claiming strategies, such as “file and suspend,” may help increase lifetime benefits.

The Problem with Projections

2015 forecasts for GDP, inflation, and unemployment, and the role and limitations of economic projections.

Is College Around the Corner?

Personal financial decisions can affect the amount of aid a student might receive from the government and/or a college.

More Newsletters →

Calculators

Federal Income Tax

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

Credit Card Debt

How Long Will It Take to Pay my Balance?

Capital Gains Taxes

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

Savings Goals

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

More Calculators →

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