Market Watch

September 05, 2010 @ 02:56 PM

Dow Jones Industrials 10,447.93+ 127.83
Nasdaq Composite 2,233.75+ 33.74
S&P 500 1,104.51+ 14.41
S&P 100 498.96+ 6.46
NYSE Composite 7,055.03+ 88.78
AMEX Composite 1,949.37+ 15.84

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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

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.

Interest Rates: Be Ready for Anything

There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

TIPS for Fighting Inflation

Although inflation has been fairly quiet over the past few years, it remains a perennial concern for investors because it reduces the value of money over time.

More Newsletters →

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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