Market Watch

May 20, 2012 @ 10:25 AM

Dow Jones Industrials 12,369.38- 73.11
Nasdaq Composite 2,778.79- 34.90
S&P 500 1,295.22- 9.64
10 Year Treasury Note 1.70-

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Axa Advisors

 My Philosophy

In the 13 years that I have worked helping those at or near retirement, I have found that most retirees face three main risks when making that all-important decision of whether or not to retire. These include:  



  • Living too long and outliving your assets
  • Impact of inflation on your nest egg
  • Stock market volatility upon retirement distribution



 My business partner, Michael Frandsen and I work to address those three risks for you personally and reveal the tactics you need in order to overcome them.


 


Your retirement decision is so important because you only retire once. We have helped countless people retire and stay retired with our combined 34 years of experience. Let us show you how we have helped people prepare to: 


 


 Live Long, Live Well, and Live Secure


 



Who I Work With


 



Generally, the people I help are those who are in the retirement red-zone, which are ages 55 – 75. These people are faced with the very important decisions of when to retire, whether they should be retiring, and the crucial decision of how much should be withdrawn annually from their nest egg.


 



Where I Work


 



My main office location is in Utah County, however, I work in Carbon/Emery Counties, and Grand/San Juan Counties, and parts of Wyoming.

 

Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cost of Retirement

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

Impact of Inflation

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

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

More Calculators →

Contact Info