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January 27, 2012 @ 11:53 PM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10

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Price Financial Services - AXA Advisors, LLC DBA Logo

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 are a team of financial professionals for AXA Advisors, LLC. Our goal of helping people is what first attracted each of us to the financial services industry, and that is what has kept us going throughout our 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.

 

1The named individuals offer securities and investment services through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, and offers annuity and insurance products through AXA Network, LLC and its subsidiaries.  2This named individual is not a licensed registered representative and can not offer securities or investment products. This individual works in an administrative capacity. 

Newsletters

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

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Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

IRA Eligibility

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

Cost of Retirement

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

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

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