Our Services

When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you feel confident in your decisions.

By utilizing our Discovery Process; we will assist you in assessing your most important financial goals.

Once your goals have been established, appropriate strategies are customized to suit your vision and objectives.

 

I can help you execute a sound financial program utilizing the following products and services:



* Fee Based Financial Planning 

 • Tax-reduction strategies



 • Investments, including stocks and mutual funds



 • Retirement planning including SEP IRA, Individual 401k and Small Business Pension and Profit Sharing Plans.



 • Estate planning and preservation strategies



 • Asset protection through insurance and annuity products





 AXA Advisors, LLC does not provide legal and/or tax advice

 

* Investment Advisory Services and Fee based Financial Planning Services is provided by AXA Advisors,LLC(NY,NY(2120314-4600, member FINRA,SIPC