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Hello, and welcome to my web site. I am a financial professional for AXA Advisors, LLC. Wanting to help people is what first attracted me to the financial services industry, and that is what has kept me going throughout my career.
I work to help clients protect themselves, their families and their businesses from the unexpected turns life often takes, and to help guide them toward a solid financial future.
Whether you are interested in protection for your family, education funding for your children, a secure retirement or the growth of your business, I want to help you achieve your goals by designing a financial strategy specific to your needs.
If I can be of assistance to you, your family or your business in helping to make any financial goal a reality, please contact me.
Small Business Offered Rare Health Insurance Incentives
Many of the precious few incentives for employers in the Patient Protection and Affordable Care Act are targeted to small business.
Are Higher Taxes Ahead?
Evidence is mounting that high-income taxpayers will face higher taxes in the near future. Sweeping tax reforms enacted in 2001 and 2003 are set to expire at the end of 2010, which means many Americans could face higher taxes starting in 2011.
Save the Date
There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.
Is It Ever OK to Make Early Withdrawals?
There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59.
More Newsletters →
Credit Card Debt
How Long Will It Take to Pay my Balance?
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Use this calculator to determine whether you qualify for the different types of IRAs.
Capital Gains Taxes
Estimate short-term and long-term federal capital gains taxes
More Calculators →
AXA Equitable Account & Policy
Phone: 717-264-2012
Charlie.Schlichter @axa-advisors.com
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