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AXA

Your life...

Your way...

Plan it...

Live it...

 

By combining my knowledge and experience in financial services with my focus on building lasting relationships, I'm determined to deliver sound investment and insurance strategies that can help you take control of your financial future.

My years of training and experience in financial services help me to assess your most important financial concerns. Working together, we'll evaluate each issue to design a financial strategy that addresses your unique needs and helps you reach your goals.

To execute your retirement strategy, we'll work together to review your options. Then, we’ll determine a combination of products and services that makes sense and suits your future needs. Going forward, I'll check in regularly to make sure you're still on track and sticking to the strategy.

AXA Advisors Financial Professionals can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future.

 

LICENSES AND EDUCATION~

Series 7, 24, 63, 65

Bachelor of Arts degree from FDU

FAMILY~

Born and raised in NJ.

My husband and I live in Monmouth County and have 3 children.

 

 

 

 

 

Newsletters

Know Your Rights, But File with Care

It’s important to note that the “kinder, gentler” IRS remains vigilant in auditing returns for accuracy.

The Problem with Projections

2015 forecasts for GDP, inflation, and unemployment, and the role and limitations of economic projections.

Growth, Value, or Both?

Here’s how to identify a stock or mutual fund as a growth or value investment.

Health-Care Update

Information about the Affordable Care Act’s employer mandate for small businesses, including tax credits and SHOP.

More Newsletters →

Calculators

College Funding

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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

Contact Info

Phone: JILL'S CELL 732 642-8225
OR
office 732 452-7294

jill.sherman @axa-advisors.com

Local Office | Branch Office

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