Market Watch

February 06, 2012 @ 10:11 AM

Nasdaq Composite 2,897.47- 8.19
S&P 500 1,341.08- 3.82
S&P 100 605.58- 1.31
NYSE Composite 8,030.63- 29.80
AMEX Composite 2,423.86+ 6.06

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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

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

More Newsletters →

Calculators

Life Insurance

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

Risk Tolerance

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

College Funding

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

Cost of Retirement

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

More Calculators →


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