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Axa Advisors

Douglas Menorca, CFP®

I worked on Capitol Hill for almost fourteen years and I realized the government is going to have a hard time paying for all the promises it is making. 

People need to be personally responsible for their own well being and retirement.  In my opinion if you are in the top 10% of wage earners, the government is going to try and take more of your income.  I help successful professionals in planning for the potential of higher taxes, retirement accumulation and distribution, paying for your child’s education or risk management strategies.

In addition to myself, being a part of AXA Advisors, LLC allows me to consult with other experienced advisors in their area of expertise.  

During the course of a normal business day, my clients pose many questions.
 
Are you asking yourself?
• "What is the best way for me to save for my child’s college education?"
• "Am I saving enough for retirement?"
• "What is the proper balance of stocks to bonds in my portfolio?"
• "As a small business owner, what is the best way for me to recruit, reward and retain my key employees?"
• "Is my current life insurance enough to support my family if I were to pass away?"
• “If there were a major accident or illness that affected a breadwinner of the family, how would the family meet its financial obligations?"
 
If you find yourself empathizing with these clients, I hope you will take the time to browse my website and contact me.

Thank you for visiting!

CFP™, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

AXA Advisors, LLC, and/or its affiliates, does not provide legal or tax advice.
 

Newsletters

An Average Way to Invest

Dollar-cost averaging might help investors make the most of a highly volatile period.

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An exit strategy is important for any business owner who plans to leave the company he or she has nurtured and built.

Investor Emotions and Where to Find Them

Anyone who has watched the stock market for any length of time knows it is subject to two key investor emotions: greed and fear.

Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

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Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Cost of Retirement

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

Roth IRA Conversion

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

Life Insurance (AXA version)

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

More Calculators →

Contact Info

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