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July 30, 2010 @ 10:58 AM

Nasdaq Composite 2,252.02+ 0.33
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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

Test Your College Funding Knowledge

If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

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Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

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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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