AXA Advisors

"Financial Strategies for Quality of Life"

 Welcome to my website!

Our Mission

Focused attention,service and commitment to my clients has afforded me the opportunity to help individuals and families build their financial futures. Since entering the financial services industry in 1996, I have established long term relationships built on trust, integrity and honesty. Adhering to these principals has allowed me to work mainly on a referral basis, and provide my clients the level of service and professional advice they deserve.

Our Approach

Our first step in creating a sound financial plan starts with the question "What is important to you in life?"  My job as your financial professionial is to work with you to facilitate a plan to achieve your goals. Some common goals I've helped my clients with include:

  • Planning for a comfortable transition from  working life to retirement.
  • Provide education funding for children or grandchildren.
  • Protecting  life savings from assisted living costs and minimize estate taxes.
  • Creating proper asset allocation based on  risk tolerance. 
  • Business Planning such as 401k's,Simple IRA's, Defined Benefit Plans,Buy-Sell Agreements.

As life occurrences arise, needs and goals are likely to change. Therefore, monitoring my clients plan and strategies through annual reviews and consistent service is the most important piece to achieving their financial future. I take pride in building relationships with my clients both professionally and personally.

Maintaining a strong sense of community and solid professional foundation are also very important to me. My community activities and professional affiliations include:

  • Member of Guilderland/Executive YMCA Board of Directors
  • Vice Chair of Finance of Guilderland YMCA
  • Awarded title of Retirement Planning Specialist based upon successful receipt of a Certificate in Retirement PLanning from Wharton School of Business.
  • Member of Christ the King Parish
  • Member of Capital District Association of Insurance and Financial Advisors
  • Sterling Group of AXA Advisors
  • Million Dollar Round Table
  • FINRA Securities Registrations Series 7, 63, 65, 24

My wife Lisa and I live in Guilderland , New York with our twin daughters Olivia and Alexis.

Thank You for visiting my site and I would welcome the opportunity to help you build your financial future. Send me an e-mail, give me a call , or register for a no obligation meeting here on my web site.

 

 
Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

Newsletters

Life Lessons

Research shows that most people who own life insurance may not have adequate coverage. The real problem is that many of these people may not find out that they lack the proper coverage until it's too late.

How Much Is Enough?

When you look at your life insurance coverage as a lump sum, it might seem like a lot of money, but how much is it in relation to your annual income?

Good Time to Keep Going

Inflation is rising. Home prices are falling. Oil and stock prices are volatile. Could this be a good time to ramp up your retirement savings? You might be surprised at the answer.

The Election and Your Money

In this year’s election, there are issues, such as energy, free trade, and inflation, playing a role that could have a significant effect on investors and consumers over the next four years.

More Newsletters →