• An AXA Advisors financial professional can help you break down your financial goals into small, manageable steps so you can understand your options, make informed decisions, and take action towards a more secure future. Here's how we can work together.

  • Why AXA Advisors
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your needs not ours

your goals

Strength in Knowledge

your risk & reward

Your Plan

your now

Next Steps

a plan

  • Why AXA Advisors?

Your Needs, Not Ours

Your AXA Advisors financial professional is committed to working with you around your particular needs and wants. The foundation of this relationship is your Financial Professional’s experience and knowledge about strategies and options that can help you address your specific concerns, goals and hopes for the future.

Whether you are just starting out, living in retirement or somewhere in between, there is an AXA Advisors Financial Professional near you who can help.

Strength in Knowledge

AXA Advisors Financial Professionals are highly trained and armed with up-to-the minute facts, insights and tools to provide you with objective advice based on your specific needs.   Your Financial Professional will formulate custom recommendations from a full suite of products and services from the broad market.

AXA Advisors has local branch offices throughout the nation with nearly 5,000 Financial Professionals and is part of AXA Group1, a global leader in financial services and ranked the #1 global insurance brand for six consecutive years2.

Your Plan

If you’re seeking a financial plan or portfolio review, your AXA Advisors Financial Professional will take you through their  process to deliver a fully customized strategy, encompassing a wide variety of options ranging from retirement and estate planning strategies to managing and protecting your wealth. Your Financial Professional will provide you with strategic advice specific to your needs and help you implement those strategies that work best for you.

When you work with an AXA Advisors Financial Professional,  he or she will break down financial concepts and decisions into small, manageable steps so you can make informed decisions and take action toward a more secure future.

A Process that Works

Experience has shown us that small steps can have a big impact. AXA Advisors financial professionals break down financial concepts and decisions into small, manageable steps. This process can help give you the confidence to successfully reach your goals.

We encourage you to explore each step, to better understand how you can work with your AXA Advisors financial professional and address your financial future.

Step 1: Identify your goals

Knowing your goals is the first step toward achieving them. Long-term, short-term, big or small, think about what you’re looking forward to. An AXA Advisors financial professional can help you identify and prioritize your goals.

Step 1: watch video 

Step 2: Balance your risk and reward

Different investors have different tolerances for risk. Your AXA Advisors financial professional can help you assess your tolerance to help determine the right strategies that meet your needs and goals.

Step 2: watch video 

Step 3: Understand your now

Now it’s time to see where you stand with your earnings, expenses and savings. The resulting picture has the potential to influence how you spend, save, invest and plan. Your AXA Advisors financial professional will guide you to assess your current situation.

Step 3: watch video 

Step 4: Make a plan

Your AXA Advisors financial professional will propose a financial strategy that is customized for your financial situation, goals and risk tolerance. This will help you understand the suite of options available to you and help enable you to make informed decisions.

Step 4: watch video 

1 "AXA Group” refers to AXA S.A., a Paris-headquartered holding company for a group of international insurance and financial services companies, together with its direct and indirect consolidated subsidiaries.

2 Interbrand, 2009-13, AXA press release, Sept. 30, 2013

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