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.
Learning Center
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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

No Better Time Than Now

You may not associate this time of year with reviewing the beneficiaries on your life insurance policy — nonetheless, it can be a good time to take this important step.

Will Going Green Grow Green?

About one out of every nine dollars under professional management in the United States is already invested according to socially screened criteria. There are several key questions to ask yourself when considering how this rising tide could affect your portfolio.

Get Schooled on Saving for College

One way to be prepared for the possibility that the tab for higher education may be higher than expected is to take advantage of the tax benefits of 529 plans.

It's Not as Bad as You Think

Economic indicators, including GDP, are signaling continued growth, but consumer confidence is lower than it's been in years. Why do these figures seem to be moving in opposite directions?

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Market Watch

November 21, 2008 @ 05:13 AM

Dow Jones Industrials 7,552.29- 444.99
Nasdaq Composite 1,316.12- 70.30
S&P 500 752.44- 54.14
Russell 2000 385.31- 27.07
NYSE Composite 4,651.21- 360.78
AMEX Composite 1,157.44- 87.98

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