Retirement Planning Services+ Doing business as Retirement Planning Services +, we are financial professionals for AXA Advisors, LLC. Wanting to help people achieve their financial goals is what first attracted us to the financial services industry, and doing that is what has kept us going throughout our careers. We work to help clients protect themselves, their families and their businesses from the unexpected turns life often takes, and to help guide them toward a solid financial future. Whether you are interested in protection for your family, education funding for your children, ora secure retirement, we want to help you achieve your goals by designing a financial strategy specific to your needs. We both have recently been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of the Wharton Certificate in Retirement Planning. If we can be of assistance to you, your family or your business in helping to make any financial goal a reality, please contact us. We also recommend visiting the online Resource Center. At the left are areas that may be particularly useful to you.
Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania. |
Retirement Planning Services+ |
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Calculators
This calculator is designed to help you clarify your comfort level with investment risk.
Use this calculator to determine whether you qualify for the different types of IRAs.
Use this calculator to estimate how much income and savings you may need in retirement.
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Contact Info
Phone: 770-979-1301
Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Retirement Planning Services+ is not owned or operated by AXA Advisors or AXA Network.
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