Market Watch

September 09, 2010 @ 11:48 AM

Nasdaq Composite 2,246.84+ 17.97
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S&P 100 501.72+ 4.94
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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.

Newsletters

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

Inflation Gets Personal

The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.

Shelter Your Retirement Lifestyle

An umbrella liability insurance policy takes effect in the event that the limits of your primary insurance policies are exhausted.

An Estate is a Terrible Thing to Waste

A will is certainly the best place to start. However, the goal of any estate strategy should be a smooth transfer of wealth to your heirs.

More Newsletters →

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

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