The AXA Advisors process

Step 4: Setting a plan

Based on all of the discoveries in the previous steps, your AXA Advisors financial professional will recommend strategies, solutions and options customized for your financial situation, goals and risk tolerance.

Reviewing the plan that can help you get there

Your financial professional will meet with you to go over how the proposed plan gets you closer to your goals. You’ll work together to determine whether any revisions need to be made and jointly decide if the plan meets your needs.

A plan built around your needs, not ours

It’s important to note that the recommended strategy, which may include financial products or services, will be drawn from the broad market, not just proprietary offerings.

Life is a journey. And your financial life is no different.

Your financial professional will check in with you regularly to review your plan and discuss whether your financial circumstances have changed. Your plan can be updated or revised to reflect any changes in your life.

Your AXA Advisors financial professional will become someone who is consistently there to help you plan for tomorrow so you live and enjoy your life today.

 

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