AXA Advisors

                                                                                       

I started my financial career with AXA Advisors over 25 years ago after graduating with a BA from Michigan State University.  I received my MBA from the University of Detroit and my JD from the Detroit College of Law.  I am presently a member of the Paramount Planning Group of AXA Advisors and I am a Qualified Plan Specialist, concerning employee retirement planning. 

My focus is on the design and implementation of employer sponsored benefit plans as well as individual estate and financial planning.  I am committed to helping my clients work toward their financial goals for themselves, their families and their businesses by assisting them with strategies for asset accumulation, preservation and transfer.

Qualified Plan Specialist title awarded by AXA Advisors, based upon successful completion of an internal training program and written assessment.
Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Lease Interest

What's the interest rate on the lease you're considering?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Newsletters

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

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