AXA Advisors, LLC

 

WEALTH IS ALWAYS PLANNED

Douglas Gregory Herschell

Lake Success, NY

Greg, a Dartmouth graduate, has worked in the financial services industry for almost 40 years.  After spending the bulk of his career dealing with large institutional investors, Greg joined AXA Advisors as a financial consultant.  He brings a wealth of experience and knowledge to aid businesses and individuals in managing their risks, investments, retirement, and estate plans. 

  "I believe that the time spent developing a sound financial strategy is extraordinarily meaningful for you, your family, and your business.  Continuity is never guaranteed.  In an increasingly complex world a trusted advisor is invaluable.  If you need help in navigating the everchanging financial waters please call or e-mail me.  Whether it is a question of asset allocation, risk management, retirement saving/planning, business succession, employee retention, or the efficient transfer of wealth to you heirs, I and my collegues at AXA Advisors can help." 

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Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Cost of Retirement

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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Newsletters

Retirement Is No Reason for a Portfolio to Stop Working

New research has revealed that nearly 90% of retirement income results from investment returns that are generated after the funds are socked away. This highlights the need to remain diligent when it comes to managing and monitoring investments during the retirement years.

When It Comes to IRAs, Know Your Limits

In recent years, IRAs have become the single largest vehicle for retirement savings in the United States.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

Essential Fundamental Analysis

The fact is that the financial markets rely heavily on fundamental analysis in order to set prices and make decisions to buy or sell.

More Newsletters →