Our Firm

Simply stated, our mission is to develop a trusted, long term relationship with our clients based on a mutual understanding of the goals to be met and the means to meet them.  We place a high premium on servicing our clientele and will take all necessary steps to put their financial affairs in the best possible order.

 

We serve individuals and businesses in all areas of financial
planning, including:
 

  • Retirement planning - Making the 
    most of your employer-sponsored retirement plans and IRA's.
    Determining how much you need to retire comfortably. Managing
    assets before and during retirement.
     
  • Tax management - Looking for ways to
    reduce your current and future tax burden. Referring you to
    qualified tax specialists.
     
  • Estate planning - Reviewing your wills
    and trusts. Helping with beneficiary designations. Reducing exposure to
    estate taxes and probate costs. Coordinating with your tax
    and legal advisors.
     
  • Risk management - Reviewing existing
    insurance policies. Recommending policy changes when appropriate.
    Finding the best policy for your situation.
     
  • Education funding - Recommending investment
    and accumulation strategies to help you pay for your children's
    education.
     
  • Investments - Determining your asset
    allocation needs. Helping you understand your risk tolerance.
    Recommending the appropriate investment vehicles to help you
    reach and exceed your goals.
     
  • Employee and Executive benefits - Helping
    your business attract and retain qualified employees through
    benefit packages. We accomplish this by designing and implementing
     programs such as 401k Plans, Tax Sheltered Annuity plans,
    Group and Voluntary benefits, as well as, Executive Non-Qualified
    Deferred Compensation programs.

"AXA Advisors, LLC does not provide legal and/or tax advice.  Please consult with your  tax/legal professionals regarding your particular circumstances."