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

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

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