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January 29, 2012 @ 11:23 AM

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AXA Advisors, LLC

Rick Jackson of AXA Advisors, LLC & AXA Equitable

 

Welcome to my web site, I hope you find it helpful!  Feel free to view the many informative articles, and use any of the helpful financial planning calculators.  You may also log into your individual accounts, to check account balances and retrieve service forms.  Finally, you may also contact me regarding your account or other questions you might have.
 
I thoroughly enjoy helping people organize and simplify their financial goals and objectives.  I take pride in helping clients figure out what you want to accomplish financially and what the best way to achieve those aspirations.  I spend over half my time working closely with local school systems, at the district level, including individual teachers and staff.  The remainder of my time is spent planning with individual clients and families.
 
I have been with AXA Advisors / AXA-Equitable since 1993.  I am a graduate of Western Michigan University, with a Bachelor of Science degree, majoring in Communications with a Business minor.  I attended an Executive Education Program at The Wharton School of Business at the University of Pennsylvania.  Through this program, I obtained the title of Retirement Planning Specialist.  I have obtained my Series 6, 7, 63 and Life & Health Licenses.  With these licenses, I am qualified to discuss and recommend: Fixed-Income & Equity Investments, Investment & Advisory Accounts, IRAs, 592 Plans, Life Insurance, Annuities, Disability and Long Term Care Insurance.
 
Away from the office, I enjoy sports of all varieties, which includes watching, participating and coaching my kids.  I have coached my two children in almost every season they have participated, which includes soccer, baseball, softball and basketball.  I have loved every minute of it!
 

My office is conveniently located in Troy, MI, just off of I-75 and Crooks Road.  Along with my wife, Angel, we reside in Rochester Hills, MI with our two children, Abby and Nico.

Newsletters

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

More Newsletters →

Calculators

College Funding

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

Tax-Deferred Savings

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Contact Info

Phone: (248) 641-3511

richard.jackson @axa-advisors.com

Local Office | Branch Office