AXA Advisors

Divisional Vice President

"Thank you for visiting my site!

I am committed to helping you address your financial needs.
Please contact me with any financial questions or stop by my office."

John has been with AXA Advisors, LLC since November of 2001.  He is Divisional Vice President of The Woodlands, TX office that currently houses more than twenty financial advisors.  His responsibilities include recruiting and developing financial advisors, to work with the firms new and existing client base.  The Woodlands office, under John's leadership has been recognized nationally for outstanding performance and growth.

In addition to his managerial responsibilities, John also works with select clients.  He is a member of a specialized division within AXA Advisors, LLC, called the Sterling Group as well as a member of the Retirement Benefits Group.  He has successfully completed the Wharton Retirement Planning Program, and was awarded the title of Retirement Planning Specialist from AXA Equitable.  He is an active member of the Million Dollar Round Table and the National Tax Sheltered Annuity Association, as well as the National Association of Insurance and Financial Advisors.

John's ideal client to work with, is one that finds making smart financial desicions to be very rewarding and necessary.  Tomorrow is shaped by todays actions.

John lives in Spring, TX with his wife Edna.  They are active in the Klein Education Foundation, Conroe Education Foundation, Humane Society, North Channel and Woodlands Chambers of Commerce.

To schedule an appointment or review of your account please select the appropriate link.  Thank you again for visiting.

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Newsletters

Another Update on the History of the AMT

The future of the AMT is nothing but uncertain. Therefore, it is important to consider the potential effect of the AMT on your tax liability in the coming years.

HOT TOPIC: The Fed Plans to Spend Trillion or More to Spur Growth

For the first time in a generation, the Federal Reserve has undertaken a campaign to influence long-term interest rates, a departure from recent monetary policy that has focused almost exclusively on short-term rates.

Time to Revisit Risk

During volatile financial times, it is only natural to reconsider your own personal risk tolerance and review the role of risk in your portfolio.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

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