AXA

My name is Bill Roberts and welcome to my website.

I am an AXA Advisors Financial Consultant and member of AXA Equitable's Retirement Benefits Group.  My practice focuses on retirement funding and financial strategies for both individuals and families.  I also provide retirement benefits services for several school districts and non-profit organizations across the state of Michigan.

I began my career with the organization on July 1, 1997, and have attended industry training and certification programs on a regular basis in building my business practice.  I have been recognized for my accomplishments as a top producer for the Retirement Benefits Group, of AXA Advisors, LLC, and as a member of the Sterling Group - an elite group of AXA Advisors financial professionals.

  • I am an Investment Advisory Representative and Financial Consultant of AXA Advisors LLC.
  • Certified by AXA Advisors as a Retirement Benefits Specialist of Tax Sheltered Plans.
  • As a Retirement Benefits Specialist in the Retirement Benefits Group, I focus my business on retirement planning for educational/nonprofit organizations and businesses.
  • FINRA Registrations include: Series 6, Series 7, Series 63, and Series 65.
  • Chartered Financial Consultant (ChFC) professional designation of The American College
  • A Bachelor of Arts degree from Wayne State University in Detroit, MI.
  • Offices in Troy, MI and Livonia, MI.

My wife, Jamee, and I, along with our three children, Noah, Emma and Makenna reside in Rochester, Michigan.
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Calculators

Cost of Retirement

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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

College Funding

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

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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Newsletters

HOT TOPIC: The Fed Plans to Spend Trillion or More to Spur Growth

For the first time in a generation, the Federal Reserve has undertaken a campaign to influence long-term interest rates, a departure from recent monetary policy that has focused almost exclusively on short-term rates.

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

Preparing Not to Inherit

Preparing for retirement will require adequate saving and investing, not just working hard to stay in the good graces of wealthy relatives.

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

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Market Watch

July 04, 2009 @ 10:03 PM

Dow Jones Industrials 8,280.74- 223.32
Nasdaq Composite 1,796.52- 49.20
S&P 500 896.42- 26.91
Russell 2000 497.21- 20.25
NYSE Composite 5,775.24- 178.77
AMEX Composite 1,567.05- 26.32

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