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September 10, 2010 @ 06:15 AM

Dow Jones Industrials 10,415.24+ 28.23
Nasdaq Composite 2,236.20+ 7.33
S&P 500 1,104.18+ 5.31

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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

Keeping Up with College Costs

The cost of a college education continues to rise rapidly, reaching new highs along the way. This worksheet can help you prepare for these mounting costs.

Shelter Your Retirement Lifestyle

An umbrella liability insurance policy takes effect in the event that the limits of your primary insurance policies are exhausted.

How Health-Care Expenses Could Affect Your Retirement Lifestyle

Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?

HOT TOPIC: What You Don't Know About Life Insurance

The common perception is that life insurance is primarily needed to help protect young families in the event that a major wage earner dies before the children are grown. The reality is that far more people either need or could benefit from owning the appropriate life insurance policy.

More Newsletters →

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.

More Calculators →

Contact Info

Phone: 404-760-2373

jan.williams2 @axa-advisors.com

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