Market Watch

January 27, 2012 @ 06:35 PM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10
10 Year Treasury Note 1.90- 0.03
OSX Oil Service Sector Index 239.65+ 2.99

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AXA

Hello and welcome to my Web site!

 

 

 

 

As a Financial Consultant with AXA Advisors, LLC, and active member of the Aiken, SC community, I am dedicated to helping individuals, families, and small business owners protect & enhance their financial futures.

To stay on top of my field and develop my professional skills, I’ve regularly attended and continue to attend industry training and certification programs. This includes passing the exams required to hold the following licenses:

• FINRA Securities Registration: Series 7 and Series 66
• Life, Accident, and Health Insurance Registration in SC, NC, and GA

My academic background includes:

• A Bachelors of Science Degree in Business Administration with a Minor in Accounting from Presbyterian College

My education, experience and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. Rather than just recommending a combination of unrelated products, first I’ll consider your specific financial goals and investment objectives. Working together, we’ll formulate a strategy to help you address your goals. Then, if its is suitable, as a registered representative of AXA Advisors, LLC, and an insurance agent of AXA Network, LLC, I can recommend the appropriate products and services to help you execute your strategy.

Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and professional affiliations include:

• Member of St. John’s United Methodist Church
• Member of the Greater Aiken Chamber of Commerce
• Committee Chairman of Aiken Young Professionals
• Member of the National Association of Insurance and Financial Advisors
• Board Member of the Palmetto Chapter of Fellowship of Christian Athletes

My wife, Kristin, and I, along with our sons Tanner & Hudson, are proud to call Aiken, SC our home. I look forward to the opportunity to work with you. Thanks for coming. Please come again soon!

 

Newsletters

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Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

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Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

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Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Use this calculator to determine whether you qualify for the different types of IRAs.

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How Much Money Will Your Loved Ones Need When You Die?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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