Market Watch

July 30, 2010 @ 10:52 AM

Nasdaq Composite 2,252.79+ 1.10
S&P 500 1,101.16- 0.37
S&P 100 500.61- 0.41
NYSE Composite 7,009.78+ 15.21
AMEX Composite 1,899.98+ 13.06

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AXA Advisors, LLC

I Hope You Enjoy My Website!

Mission - Empower individuals, families and businesses to accumulate wealth, preserve wealth and strategically distribute wealth through education and motivation to help them fulfill their financial dreams. 

Background - I've been a licensed Certified Public Accountant for over 16 years and prior to joining AXA Advisors, LLC,  I served over 15 years as the Finance Director for cities in Michigan with multi-million dollar retirement fund investment portfolios.  I worked in public accounting for two (2) years as an auditor and developed Lawrence-Webster, LLC to assist small businesses and non-profits with internal controls and compliance.  

The Approach - My preferred approach is to review my client's financial goals and investment objectives.  In coordination with other trusted advisors, we formulate strategies that will help them reach their financial goals.  As a registered representative and investment advisor representatative of AXA Advisors, LLC, and as an insurance agent of AXA Network, LLC, I can recommend the appropriate products and services to help implement the agreed upon strategies.

Value Added Services - Because I've worked hard to garner the trust and confidence of my valuable clients, I team with other professionals to provide comprehensive seminars to individuals, families, charitable organizations, small businesses, and students.  I have a monthly column in WordUp magazine called Wealth Matters and I am a guest contributor to the Michigan Banner newspaper.

Comprehensive Wealth - With my husband and two sons, we enjoy a wealth of life opportunities which include:  golfing, traveling, family events, swimming, skating, basketball, football, learning various communication methods and history, and participating in community events.

AXA Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances.

 

Newsletters

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Aside from the potential for steady payments, dividends can be a good way to assess a company's health, quality of earnings, and future prospects.

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

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

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Given the wide and important role that the board plays, it is a good idea to look beyond the glossy portraits and become familiar with the individuals tasked with guarding shareholder wealth.

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Calculators

Cost of Retirement

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

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Risk Tolerance

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

More Calculators →

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