Market Watch

January 27, 2012 @ 02:08 PM

Nasdaq Composite 2,811.80+ 6.52
S&P 500 1,315.47- 2.96
10 Year Treasury Note 1.91- 0.03

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Axa Advisors

Coaching clients to be financially fit, through personalized, confidential counseling.

Since 1996, I have focused on helping individuals and small business owners in central Indiana build their financial futures. I have trained extensively in financial strategies, investment management, and life, health and long term care insurance. I have been awarded the Retirement Planning Specialist designation by AXA Advisors for training at the Wharton School, University of Pennsylvania. I approach each client with a clean slate, designing a strategy for their specific needs, goals and investment objectives and only then proposing financial products.

I believe in serving not only my clients, but also the community. My activities and professional affiliations include:

  • Elder at Community Christian Church, New Palestine, IN
  • Board Director at Mahoning Valley Christian Service Camp, Rushville, IN
  • Member of the National Association of Insurance and Financial Advisors
  • Member of the Greenfield Area and New Palestine Area Chambers of Commerce

 

Newsletters

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

More Newsletters →

Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

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

More Calculators →

Contact Info

Phone: 317-861-8711

Jeffrey.Fawbush @axa-advisors.com

Local Office | Branch Office


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