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January 27, 2012 @ 11:31 PM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10

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Helping You Plan For Your Wealth
3348 Peachtree
Road NE, Suite 800
Atlanta, GA 30326
Tel: (404) 760-2400

 Your Wealth Partners


Identifies and develops opportunities that help protect and enhance your business by advancing employee and executive benefits, addressing business continuation concerns, and helping to ensure your business legacy.

1. Lifecycle Business Planning
Start-up

• How can I prepare financially for business expansion?
• What employee benefits are available to small businesses?

Growth

• How can I ensure I have enough protection as my needs grow?
• What can I do to motivate and reward key people?

Transition

• Can my business ensure my own financial security?
• How can I pass my business on to a partner or heir?

2. Personal Planning

• Create a personal plan coordinated with your business.
• Protect both your family and business against your loss.
• Leverage business benefits to enhance personal security.
 

 

3. Partners and Key Executives

• Retain key people through incentives and rewards.
• Develop business continuation plans.
• Minimize adverse effects from the loss of a key person.

4. Employees

• Design and install cost and tax-efficient benefits.
• Educate employees on personal financial decisions.
• Reduce time spent on benefits administration.
 

 

Your Wealth Partners is a marketing name for the financial professionals noted in this brochure. The named individuals offer securities products and services through AXA Advisors, LLC and offer insurance products and annuities through an insurance brokerage, AXA Network, LLC and its subsidiaries. AXA Advisors and AXA Network do not provide legal or tax advice. Please seek assistance from your attorney and/or tax advisor based on your individual circumstances.

GE-29431 (8/04)

 

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