Are you Managing Your Retirement Plans?

Have you reviewed your 401k & 403b Contributions?

 

Click the Picture to watch our video                                                        

How long will your retirement funds last?

Visit our website calculate retirement needs !

Calculator

 

Your Financial *Awareness* *Education* *Action*



My goal is to educate my clients and to help them plan for their & their family’s financial future.


I help them to take small, manageable steps using a professional approach that begins with understanding their individual & family needs for both today & in the future. 


Then with the resources available at AXA I help to build them a customized plan.




Our areas of expertise include


Retirement planning 

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.


Pension planning

Reviewing all your pension options and advising on a personal basis the best options to choose to fulfill your retirement objectives.  Helping preserve your estate for your intended heirs. Keeping you informed on proposed pension changes and reforms.


Risk management

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.


Tax management

Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.                                                                           


Education funding

Recommending investment and accumulation strategies to help you pay for your children's education.


Investment Planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.?


Beaux DeLattre is a registered representative who offers securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC, and is an agent who offers annuity and insurance products through AXA Network, LLC and/or its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, as AXA Network Insurance Agency of Utah, LLC. AXA Advisors and AXA Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.