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May 28, 2012 @ 01:12 PM

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Price Financial Services - AXA Advisors, LLC DBA Logo

Helping Make Life Goals a Reality

Back Row (Left to Right):  John T. Widman1, Associate, Financial Consultant , James Price2, Business Consultant , Middle Row (Left to Right):  Linda Taylor1, Financial Consultant.  Ashley Urquhart2, Client Relations  Front Center: Cindy Price1, CFP® and Senior Partner.

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

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

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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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