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May 27, 2012 @ 05:34 AM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86

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AXA Advisors

Financial Consultant

I have been involved in the financial service industry since 1986. I am a registered Representative and Investment Advisor Representative of AXA Advisors,LLC and an agent of AXA Network. In addition I offer products from over 100 other companies through AXA Network,LLC.

I graduated with a bachelor's degree in management from Temple University. I received the designation of Chartered Life Underwriter(CLU)and Life Underwriter Training Council Fellow (LUTCF).

FINRA Registrations: Series 6, Series 7, Series 63, Series 65

I have dedicated my career to providing a full range of services and quality products. I help meet the needs of successful professionals, business owners, and retired individuals. My practice concentrates on retirement, estate planning and income and asset protection. Through outstanding service and a committment to excellence, I have built a solid client base and expanded my business through referrals from satisfied clients.

My experience has been recognized by the financial community as evidenced by my election into various organizations. I am a qualifying and life member of the Million Dollar Round Table and a member of the Society of Financial Service Professionals. In addition I hold membership in the National, Forida,and Sarasota Association of Insurance and Financial Advisors

 I am presently serving on the board of directors of Easter Seals Southwest Florida Foundation.

A strong sense of family and community are important to me. My wife Jeanie and I have been happily married since 1964 and have three children and two grandchildren.

I am totally committed to providing service for my clients through knowledge, continuing education and perseverance. My goal is to always serve my clients with excellence. I believe that "the difficult takes a while, the impossible a little longer"

Thank you for visiting.

Newsletters

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

More Newsletters →

Contact Info

Phone: 800-771-1396

Harvey.Small @AXA-Advisors.com

Local Office | Branch Office


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