Step 1: Identify your goals
Most people ask, “What should I be doing with my money?” And we would answer, “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. Long-term, short-term, big or small, think about what you’re looking forward to. Once you understand your personal and financial objectives, we can help you prioritize them and craft a strategy to reach them.
For many, saving for retirement is a primary goal. But chances are that’s not the only thing you’re looking ahead to. Sending a child to college? Buying a new home? Caring for parents? What else is on the list? How soon you see these events taking place, and what’s most important to you can help you prioritize and plan. Already on your way towards meeting your objectives? If so, now is as good a time as any to review them to ensure your priorities haven’t changed.
Once you have a good sense of your goals, it’s time to take a look at your risk tolerance. Establishing your risk profile will help identify the amount of risk you are comfortable taking on.
If you’re ready, contact your financial professional or contact an AXA Advisors financial professional - we’re here to take the worry and anxiety out of retirement planning and choosing life insurance. Together, we can review the specifics of your situation and explore customized solutions. The research and insights we can provide can help point you in the right direction and find the solutions you need to bring your goals to life.
Life insurance products are issued by AXA Equitable Life Insurance Company (NY, NY) and MONY Life Insurance Company of America (AZ stock company, administrative office: NY, NY).
Life Insurance contains exclusions, limitations and terms for keeping it in force. For costs and complete details, contact a Financial Professional.
Variable products are co-distributed by AXA Advisors, LLC (member SIPC) and AXA Distributors, LLC.
Please note: this guide is for informational purposes only and is not intended to take the place of a complete financial needs analysis.