Step 4: Setting a strategy
Based on all of the discoveries in the previous steps, your AXA Advisors Financial Professional will recommend strategies 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 strategy 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.
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.