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September 10, 2010 @ 11:13 AM

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AXA Advisors

Investment
Risk Management
Retirement Planning Specialist

Retirement Planning, Insurance strategies and  Estate Planning for families and small business owners.
 

 

EDUCATE:  I will work with you so you will know more about your financial situation, your options to choose and implement that would help you to meet your financial goals

EXPERT: Retirement planning specialist, only selected few are allowed to earn this title by AXA

ADVISOR: I will be your trusted advisor to answer your financial questions that you may have .

RESOURCE: In addition to my expertise, I also have AXA Advisors, one of the world leading financial service company behind me to serve your needs.

In a nutshell, I work with my clients to assist them with their financial goals.

Newsletters

HOT TOPIC: What You Don't Know About Life Insurance

The common perception is that life insurance is primarily needed to help protect young families in the event that a major wage earner dies before the children are grown. The reality is that far more people either need or could benefit from owning the appropriate life insurance policy.

Test Your College Funding Knowledge

If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

Interest Rates: Be Ready for Anything

There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

More Newsletters →

Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Contact Info

Phone: (224)554-8015

charles.cha @axa-advisors.com

Local Office | Branch Office

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