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.