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May 24, 2012 @ 07:24 AM

Dow Jones Industrials 12,496.15- 6.66
Nasdaq Composite 2,850.12+ 11.04
S&P 500 1,318.86+ 2.23

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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

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

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Calculators

College Funding

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

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.

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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