Step 3: Take your next step
Once you have a solid understanding of your goals and your risk tolerance, take some 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. Armed with this information, we can help further break down your financial decisions into small, manageable steps.
Staying current is integral to determining your next step. Two ways you can stay one step ahead is to anticipate changes in your life and to regularly track monthly expenses, savings, asset value, and debt. When you add it all up, you may be surprised.
Congratulations, you’ve taken a very important step towards reaching your goals and securing your financial future. If you’re ready, contact an AXA Advisors financial professional or your financial professional. We’re here to help take some of 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. If you skipped around, you can still go back to the Goals questionnaire and the Risk Tolerance questionnaire.
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.