AXA Advisors

Helping You Plan For The Future

 
My name is Casey McKown.  Welcome to my Web site!
 
As a Retirement Planning Specialist with AXA Advisors, I am dedicated to helping my clients create a "Roadmap to Retirement."  Life is a journey, and a successful journey requires planning.  No one actually plans to fail financially, it's just that most people fail to plan.  
 
Before you can embark on your financial journey, we must assess exactly where you are.  From there, we help you uncover your needs, prioritize your goals, and define your destination by understanding what you would like to accomplish financially - for yourself, and for the people you care about.  This phase of planning is called the Discovery Process.
 
A key component in the Discovery Process is the Retirement CompassSM  - a proprietary needs-analysis tool, created to help Retirement Planning Specialists with AXA Advisors assess our clients' retirement goals and create a customized financial roadmap. 
 
Once we have created a "Roadmap to Retirement," we then provide you with the highest level of planning services available, enabling you to embark on your journey through the implementation of specific products and services best suited to meet your needs.
 
Along the way, we will seek to protect your financial strategy from the "storms of life," and against the risk that you wouldn't be around - or wouldn't be physically able - to complete it.  It is not enough to simply embark on the journey, we want to ensure that you arrive at your destination safely.
 
If you are looking for the confidence, peace of mind, and security that comes through a well-structured financial strategy, I would be honored to discuss the specifics of your situation in person.  To learn more about me, please continue to browse my site, or read about My Wharton Experience under the column titled Client Resources.  Also, don't forget to check out my upcoming events or schedule a confidential consultation under the column titled About Us.
 
Once again, thank you for visiting my site.  Happy Browsing! 
 
Casey E. McKown
Retirement Planning Specialist, The Retirement Benefits Group / AXA Advisors
 
 
Casey is a Class of 2003 graduate of Texas A&M University in College Station, where he received a Bachelor's degree in Sport Management with a Minor in Business.  He joined AXA in 2004, and in 2005 received his certification as Retirement Benefits Specialist in Tax Sheltered Arrangements.  In August 2008, Casey earned a Certificate in Retirement Planning from The Wharton School at the University of Pennsylvania.  This certificate is a customized program developed for AXA Equitable to provide AXA Advisors' financial professionals with intensive training in retirement planning.  The Wharton School is recognized around the world for its academic strengths at every level of business.

 

A proud supporter of the Klein Education Foundation, Casey also serves as on staff with Voice of Wilderness, a Christian backpacking and retreat center located in the San Juan Mountains of Southern Colorado.  Casey, his wife Kimberly and their three children, are members of The Woodlands United Methodist Church.
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