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January 27, 2012 @ 02:05 PM

Nasdaq Composite 2,811.93+ 6.65
S&P 500 1,315.40- 3.03
10 Year Treasury Note 1.90- 0.03

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Axa Advisors

Our Business
We are a premier financial services practice. We strive to provide our clients with superior financial guidance, creative strategies and impeccable service in an environment that promotes security, prosperity and trust.

Our Planning Process
We believe in planning! The Harvard Business School studied their MBA graduates of the class of 1979 in relation to where they were 10 years following graduation. Less than 3% had written goals and plans, but those that did, had an average income ten times greater than those with no plan (What They Don't Teach You in the Harvard Business School, Mark McCormack, Bantum Books, 1984).

For this reason, most of our clients engage in a comprehensive and strategic financial planning process. We help them explore and discover their financial goals and dreams. Then, we help them reach those dreams.

Our Clients
They are people of means who are motivated to gain control over their financial situation, value professional guidance and are willing to implement changes in their financial lives to reach their goals.

Our Partnership
You may have seen Mary-Jo on CNBC Power Lunch or the Today Show, or may have heard her on Bloomberg radio. You may have seen her quoted in Money Magazine or, you may have seen her on stage at Carnegie Hall singing with the Oratorio Society of New York.

Zev is usually in the office, buried under a mountain of financial plans and business journals. Or, he may be at the latest industry conference exploring new products and ideas.

Bruce is usually out and about with his extensive network of community organizations and professional contacts.

But mostly, you will find us in the conference room with our clients. We take the time to get to know our clients, their financial fears and desires. We strive to successfully guide our clients to the pinnacle of financial success and security.

For additional Information on us, please click on our names below:

Mary-Jo Knight  Zev Grossman Bruce Maier 

To help us maintain the highest level of service for our clients and meet their diverse financial needs, we maintain a staff as well as close relationships with a number of other AXA Associates.

Meet our Administrative Team

Newsletters

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

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