one-on-one
portfolio reviews
Regularly scheduled, face-to-face meetings with your Financial Professional
are a great way to review and understand your investments in the context of
your personal goals and objectives.
We offer strategies for:
• B u s i n e s s P l a n n i n g • A s s e t A l l o c a t i o n • S u r v i v o r s h i p P l a n n i n g • E s t a t e P l a n n i n g S t r a t e g i e s
• E d u c a t i o n P l a n n i n g * • D i s a b i l i t y I n c o m e I n s u r a n c e • R e t i r e m e n t P l a n n i n g
+
• T a x D e f e r r a l • L o n g - T e r m C a r e I n s u r a n c e • L i f e I n s u r a n c e
A a r o n S k e f f r e y
a a r o n . s k e f f r e y @ a x a - a d v i s o r s . c o m
T e l : ( 5 1 6 ) 3 5 8 - 3 9 8 7
C e l l : ( 5 1 6 ) 3 2 0 - 9 7 9 5
A X A A d v i s o r s , L L C
1 0 0 0 W o o d b u r y R o a d S u i t e 3 0 0
W o o d b u r y , N Y 1 1 7 9 7
* Funded through the use of life insurance and other f i nancial products
+ Please consult your tax or legal advisors regarding your particular circumstances.
Securities offered through AXA Advisors, LLC (NY, NY 212-554-1234), member FINRA, SIPC. Annuity and insurance products offered through AXA
Network, LLC, which does business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah,
LLC, and in PR as AXA Network of Puerto Rico, Inc. AXA Advisors and AXA Network do not provide tax or legal advice.
GE-119122 ( 1 /1 7 ) (Exp. 1 /1 9 )
G30112
37