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By combining my knowledge and experience in financial services with my focus on building lasting relationships, I'm determined to deliver sound investment and insurance strategies that can help you take control of your financial future.
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My professional focus is helping educators and non-profit employees plan and save for comfortable retirements using tax advantaged products. My background helps me understand these individual's special needs and develop plans geared towards achieving their financial goals. If you're a plan administrator, I'm here to help you provide your employees with effective retirement saving programs.
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By combining my knowledge and experience in retirement planning services with my focus on building lasting relationships, I'm determined to deliver sound investment and retirement strategies that can help you take control of your future.
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My ongoing education and experience, including a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania, enable me to explain complex retirement issues and strategies in clear language. This should give you added comfort with the approach we develop. The entire process is best done through collaboration and a two-way commitment to your retirement strategy.
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Once you've decided upon a strategy that meets your needs and that you are ready to put into action, I'll go over your options, helping you select a combination of products and services that make sense and suit your needs. Over time, I'll follow up with you to make sure things are on track and proceeding according to plan.
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As a registered representative of AXA Advisors, LLC, and an agent of AXA Network, LLC and its subsidiaries, I offer a variety of financial products and services that are designed to help you plan for and achieve a more secure retirement. These include:
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- Retirement Planning Strategies
- Wealth Enhancement and Preservation
- Fixed and Variable Annuities
- Income and Family Protection
- Asset Management Accounts
- Asset Allocation Strategies
- Long-Term Care Insurance*
- 401(k) and other Company Sponsored Plans
- Deferred Compensation Programs
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*
Funded through the use of life insurance or
other financial products.
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As an AXA Advisors financial professional and retirement planning specialist, my goal is to deliver sound retirement strategies that are designed to help you take control of your future. To learn more about me, my company and the valuable work I can do for you, send me an e-mail, call me at the number listed on my home page or register to attend one of our ongoing educational retirement seminars. I look forward to working with you and helping you reach your goals.
Thanks for visiting.
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