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AXA/Wharton Retirement Planning Whitepaper

AXA Equitable Product Support

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Helping Make Life Goals a Reality
Back Row (Left to Right): Daniel Mahoney1, Associate, Financial Consultant,Cindy Price1, CFP and Senior Partner. Front Row (Left to Right): Ashley Urquhart2, Client Relations, James Price2, Business Consultant, John T. Widman1, Associate, Financial Consultant, and Linda McCormick1, Financial Consultant.
WHO WE ARE
Welcome to our web site. We area team offinancial professionals for AXA Advisors, LLC. Our goalof helping people is what first attracted each of us to the financial services industry, and that is what has kept usgoing throughoutour careers.
We work to help clients protect themselves, their families and their businesses from the unexpected turns life often takes, and to help guide them toward a solid financial future.
Whether you are interested in protection for your family, education funding for your children, a secure retirement or the growth of your business, we want to help you achieve your goals by designing a financial strategy specific to your needs.
If we can be of assistance to you, your family or your business in helping to make any financial goal a reality, please contact us.

HOT TOPIC: New Year, Higher Taxes?
After the Waterford Crystal ball descends in Times Square on New Years Eve, most people will see their taxes ascending for 2011 — at least thats the current situation. Find out how high they could go.
A Question of Identity
The Federal Trade Commission estimates that up to 9 million Americans are victims of identity theft each year. Education is the first step to help protect yourself from ID theft. Take this short quiz to see how much you know.
A Reason to Stay
Once a key executive has a good offer, it's often too late to prevent his or her departure. An executive bonus plan with cash-value life insurance can create incentives to stay put.

As a business owner, you might know with equal certainty what you are going to do tomorrow and what you intend to do years from now. Unfortunately, life sometimes steps in and hands us a surprise. But you may be able to plan for that eventuality by putting together a buy-sell agreement.
More Newsletters →

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

Use this calculator to determine whether you qualify for the different types of IRAs.

How much do you need to save each year to meet your long-term financial goals?
Life Insurance (AXA version)
How Much Money Will Your Loved Ones Need When You Die?
More Calculators →

AXA Equitable Account & Policy

Phone: 407-339-4500
Cindy.Price @axa-advisors.com
Contact One of Our Professionals
Local Office | Branch Office

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.