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September 08, 2010 @ 09:07 PM

Dow Jones Industrials 10,387.01+ 46.32
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AXA Advisors Jan joined AXA Advisors in 1997, after retiring as an officer from the Marine Corps. Driven by common goals of using comprehensive Financial Planning as the blueprint for wealth accumulation, he formed a partnership with Lisa Scott to provide targeted services in the areas of Retirement Planning, Estate Conservation, and Business Succession. He is an AXA credentialed Executive Benefits Specialist, and employs a team concept by working closely with his client's CPA's and attorneys when developing strategies to address their needs.

For six consecutive years, AllianceBerstein's Elite Advisor Team has selected Jan as a member in recognition of his superior performance in his profession. Jan has also been selected to addressed national forums such as the AXA/Black Enterprise Ski Challenges, 100 Black Men's President's Council, Georgia Dental Association, Morehouse School of Medicine's Alumni Association, and The Links National Assembly; on Estate and Business Succession Planning.

Jan earned dual BS degrees in Finance & Engineering from NC A&T State University, MBA in Finance from Pepperdine University, and a MS in Computer Science from the Naval Post Graduate School.

Jan is the lead volunteer instructor for "Good Choice Inc.", a nonprofit devoted to teaching wealth building skills to local children, Treasurer of West End Medical Center's Board of Directors, member of 100 Black Men of America, and peddles his bicycle in 500+ mile events each year to raise money for AIDS vaccine research.

Newsletters

HOT TOPIC: The Great Inflation-Deflation Debate

We're all used to worrying about inflation and its long-term effect on purchasing power. However, there's a growing chorus warning that deflation is the next big concern for the U.S. economy.

A Look at the Second-Half Outlook

Here we are halfway through the year and there's still no clear verdict on whether investors were justified in their optimism. But there are a number of developments on the horizon that could be important to investors.

HOT TOPIC: Celebrity Estate Planning Gone Wrong

Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

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Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Contact Info

Phone: 404-760-2373

jan.williams2 @axa-advisors.com

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