AXA Advisors

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Introduction: I offer retirement and financial planning services that include life insurance, IRA accounts, and college funding plans. I work out of a professional office with other representatives in the same field, and am happy to schedule meetings in our office, or at the client's convenience, in their home or another location. I am committed to helping my clients achieve financial security, whether that is for their own retirement, or their family's future. I am also happy to review existing accounts, and offer any insight I can into improvements that can be made. Any personal financial information we collect is kept completely confidential and secure.

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FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
There is no fee for the initial consultation and profile building process. Some products, such as life insurance, will have an initial premium payment, and others will have a minimum deposit. Those amounts will vary based on the product.
What is your typical process for working with a new customer?
I start with some initial questions about their financial situation and goals, in order to build a profile. I then take that information, and do some product research to determine what would be the best fit for their specific situation. I will then make recommendations that I feel will be suitable, and we start the application process.
What education and/or training do you have that relates to your work?
I have experience working with annuities and retirement accounts from previous employment, and have gone through a detailed training and licensing process to ensure that I am qualified to make this type of recommendation.