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Our Services

 

 

 

Our Approach.

 

  • Examine Your Individual or Business Financial Situation
  • Wealth Strategies
  • Implement Strategies with the Goal of Wealth Protection 
  • Plan for Retirement
  • Transference of Wealth - Creating a Legacy

 

Range of Products & Services:

  • Retirement Planning
  • Life Insurance
  • Disability Insurance
  • Long Term Insurance
  • Investment Allocation
  • Portfolio Management
  • Professional 3rd Party Money Managers
  • Concentrated Stock Management
  • Stock Option Planning
  • Cash Management
  • College Planning
  • Business Planning
  • Estate Planning

 

 

 

    Employee Benefit Products:
  • 401K, 403b & 457 Plans
  • Pension & Profit Sharing Plans
  • Deferred Compensation
  • Group Medical Insurance
  • Group Dental & Vision Coverage
  • Group Life Insurance
  • Group Disability Insurance
  • Long Term Care
  • Section 125/Cafeteria Plans
  • Key Employee Policies
  • Partially Self Funded Programs
  • Short & Long Term Disability
  • Workers Compensation

Contact Info

Phone: 619-255-4410

matthew.greene @axa-advisors.com

Local Office | Branch Office