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February 10, 2012 @ 10:42 PM

Dow Jones Industrials 12,801.23- 89.23
Nasdaq Composite 2,903.88- 23.35
S&P 500 1,342.64- 9.31

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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

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

More Newsletters →

Contact Info

Phone: 800-771-1396

Harvey.Small @AXA-Advisors.com

Local Office | Branch Office


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