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February 10, 2012 @ 09:43 PM

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AXA Advisors

Todd M. Smith
Retirement Planning Specialist


Welcome! As a financial professional with  AXA Advisors, LLC and an active member of the Basking Ridge, NJ community, I am dedicated to helping individuals and businesses build their financial futures.

Qualifications
To stay on top of my field and develop my professional skills over my 20 year career, I have regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the:

  • FINRA Series 7 – General Securities Representative
  • FINRA Series 63 – Uniform Securities Agent State Law
  • FINRA Series 65 – Uniform Investment Advisor Law
  • FINRA Series 24 – General Securities Principal
  • FINRA Series 53 – Municipal Securities Principal
  • Life Insurance - Producer License
  • Health Insurance - Producer License

My academic achievements include:

  • Bachelors of Business Administration at the College of William and Mary in Williamsburg, VA

I have been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.

I have a diverse clientele of individuals and businesses with financial needs and goals ranging from basic insurance and investments to pension plans and complex estate planning.

 Approach
Each of my clients has unique financial goals. For this reason, I have a collaborative approach to financial strategies. Rather than simply recommending a mix of unrelated products, I will consider your specific financial goals and investment objectives. Working together, we can formulate a suitable strategy to help you achieve your goals. Then, as a registered representative of AXA Advisors, LLC, and and agent of AXA Network, LLC and its subsidaries,  I will recommend the appropriate products and services to help you execute your strategy.

Commitment
I am committed to the wealth accumulation, preservation and transfer needs of multi-generational clients including: business owners, corporate executives, professionals, investment bankers and the already financially independent.

Let me help you plan for your financial future. Send me an e-mail, give me a call at the phone number listed on my Home Page or register for a no obligation meeting here on my Web site using the "Appointment Sign-up" link. Let us work together to help you build a more secure financial future.

My wife Margaret and I currently live in Basking Ridge, NJ with our sons Hunter and Pierce.

Thank you for visiting.

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

 

Newsletters

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

More Newsletters →

Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

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

More Calculators →

Contact Info

Phone: (732) 326-5251

todd.smith @axa-advisors.com

Local Office | Branch Office