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September 04, 2010 @ 07:05 PM

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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

An Estate is a Terrible Thing to Waste

A will is certainly the best place to start. However, the goal of any estate strategy should be a smooth transfer of wealth to your heirs.

Inflation Gets Personal

The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.

Keeping Up with College Costs

The cost of a college education continues to rise rapidly, reaching new highs along the way. This worksheet can help you prepare for these mounting costs.

Shelter Your Retirement Lifestyle

An umbrella liability insurance policy takes effect in the event that the limits of your primary insurance policies are exhausted.

More Newsletters →

Calculators

Savings Accumulation

Estimate the future value of your current savings.

Roth IRA Conversion

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

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Contact Info

Phone: (224)554-8015

charles.cha @axa-advisors.com

Local Office | Branch Office

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