AXA Advisors

My career started over 16 years ago in the Financial Services Industry...


My Backround in the Industry includes the following;


B.S Business Administration, The Florida State University, 1984


I am a member of The Financial Planning Association


FINRA Series 6,7 63 and 66 Licensed.


Life, Health and Variable Insurance Licensed.


Completed Chartered Financial Consultant(ChFC) Coursework a Professional Designation through The American College.


Completed Coursework and Professional Designation as a CFP ® professional.


I have been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.


My goal with my clients is to become their most trusted advisor. I understand that I need to earn that trust. I advise my clients to meet once per year if not more frequently for "regular review sessions". I feel that it is in the updating of your most important Financial Planning goals that I can serve you best and keep you on track.


Thank you for visiting my site and I hope to speak with you in person soon!


Michael Freker


Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

Newsletters

The Consumer Price Index and You

Inflation is a long-term, sustained rise in the general level of prices, as measured by the Consumer Price Index (CPI).

Go Green, But with Care

Socially responsible investing has become a force to be reckoned with.

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

The Cost of Care

When preparing for life in retirement, you should consider the possibility that you may need long-term care at some point.

More Newsletters →