The AXA Advisors process

Step 1: Identify your goals

Many people ask “what should I be doing with my money?”  Your AXA Advisors Financial Professional will say “that all depends on what you want your money to do for you.” After all, knowing what your goals are is the first step toward achieving them.

You may have a variety of short-, mid- and long-term goals, big and small, such as:

  • Raising children
  • Buying a home
  • Continuing education
  • Changing careers
  • Caring for loved ones
  • Planning for retirement
  • Purchasing a car
  • Preparing for the unexpected
  • Ensuring financial security

Recommendations from your Financial Professional

Based on what your Financial Professional has learned about you and your family, he or she can help you identify objectives that you may not have considered.

Before moving on to the next step, you’ll work with your AXA Advisors Financial Professional to prioritize these objectives.

Duly registered and licensed Financial Professionals offer securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, offer investment advisory products and services hrough AXA Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through AXA Network, LLC (AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR). AXA Advisors and its affiliates and associates do not provide tax or legal advice or services.

GE-129735 (03/2018)

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