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." 

Thank you for visiting my Web site!  Stay a while and browse its many features.

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.

More Calculators →

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

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.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

More Newsletters →