Developing Strategies for
the Accumulation and
Preservation of Wealth
AXA Advisors, LLC
3141 Fairview Park Drive, Suite 250
Falls Church, VA 22042-4508
Our branch has had a presence in the Washington, DC metro community for many years. With 90 financial professionals, we can help our neighbors address their financial needs and concerns. At AXA Advisors, we can help provide individuals, business owners and corporations with comprehensive financial strategies. All we ask of you is a small investment of your time in order to generate balanced and flexible strategies that are customized to your particular financial circumstances and objectives.
COMPREHENSIVE AND INTEGRATED FINANCIAL STRATEGIES
Our goal is to help you work toward the highest degree of security, growth and savings. By focusing on your broad financial picture, we are able to develop responsive as well as responsible strategies. Each component of the strategy is part of a well-conceived approach, enabling every facet of the strategy to work in harmony. Our financial professionals begin by helping you to establish a clear portrait of your present financial resources, liabilities and goals, and to help determine your comfort level of risk. Then, working together, we can develop a strategy that allocates your financial resources with your goals, needs and objectives in mind. If suitable, we can then provide the appropriate products and services to help fund that strategy. As your goals change over time, we can help you adjust your asset allocation to work toward them.
A TIMELY STRATEGY… BEGIN NOW
Whether your concerns include financial security for your family, funding for your children's education, or continuing income in the event of a disability, AXA Advisors can help you to develop a well-balanced financial strategy.
OUR FOCUS IS ON YOU
We offer strategies that are designed to help you get financially organized for your future, combining the knowledge and experience of a financial professional with the sophistication and objectivity of computer modeling. The following are services we can offer using investments, insurance or other financial products and services:
- Disability Income Insurance can provide a steady income when you are unable to work, through the innovative use of life and disability insurance.
- Education Funding can help you work toward the payment of tuition expenses.
- Retirement Funding can help coordinate your personal and company retirement plans to help you work toward a more comfortable lifestyle in the future.
- Estate Planning Strategies can help with transfer taxes, provide adequate income and capital to your family and, if desired, fund charitable gifts.
- Investment Strategies can help you analyze your risk tolerance and investment horizon to help you address your financial goals faster and more efficiently.
SOUND PLANS FOR GROWING BUSINESSES
For professionals and entrepreneurs, personal and business wealth are usually closely intertwined. At AXA Advisors, we understand the risks and the opportunities you face. Our financial professionals serve a variety of closely-held businesses. They can help you to protect your assets, address the long-term stability of your business and offer cost-effective benefit strategies to attract and retain valued employees.
- Business Continuity Planning provides for the orderly transition of ownership and control after the death, disability or retirement of an owner - without disrupting cash flow.
- Employee Benefit Plans including group life, health and disability income insurance, as well as dental and vision plans, can be customized to your budget and benefit needs.
- Executive Benefit Plans such as Deferred Compensation and SERP enable business owners to offer incentives to executives without relinquishing ownership. Benefits can be tied to salary or performance, and the owner usually recovers costs.
- Qualified Retirement Plans such as 401(k), pension and profit-sharing plans provide a current tax deduction while enabling plan assets to accumulate tax deferred for eligible employees.
- Corporate Liability Funding is vital to the long-term viability of a business. We can help you with strategies for financing for post-retirement medical liabilities, early retirement programs and other stock redemption liabilities.
PROSPERITY BEGINS WITH A PLAN
Today, your needs may include mutual funds or life insurance. Tomorrow, it could be funding for your children's education. With AXA Advisors, you can begin to develop a strategy. It can be simple and then adjusted as changes occur in your lifestyle. You will enjoy our thorough, personal and in-depth financial service. We can help you to establish a firm financial foundation for your future. You acquire not just products, but also a strategy, one that will grow with you. Each new facet of your strategy becomes part of a flexible, long-term vehicle to help you address your financial needs. AXA Advisors is a company you can grow with.
OUR MANAGEMENT TEAM
The Greater Washington, DC branch of AXA Advisors is lead by Divisional Senior Executive Vice President, Mark Swartz. For more information on our Management Team
click on their name below: