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February 08, 2012 @ 02:18 AM

Dow Jones Industrials 12,878.20+ 33.07
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S&P 500 1,347.05+ 2.72

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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

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

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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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