AXA Advisors

Justin M. Chibucos

Retirement Planning Specialist

 

 

Professional Focus

As a finanicial professional with the Retirement Benefits Group, a specialized division of AXA Advisors, LLC, my focus is to help individuals, business professionals and employers make informed financial decisions.

 

This is accomplished through an educational approach that is easy to understand and not filled with confusing financial jargon.  We begin by first spending a considerable amount of time discussing your current situation so that we can identify what matters to you most.  After identifying your needs and goals, we can begin to determine which financial strategies best fit your situation.  The end result is a personal financial roadmap, which will guide you through the various phases of retirement planning.

 

Education

BA, Finance & Marketing, Augustana College

 

Professional Licenses/Designations

FINRA Series 7 & 66 registrations

Life, Health and Long Term Care licenses

Wharton Certificate in Retirement Planning

 

 

Personal

My wife Jen is a High School English Teacher at East Leyden High School.  We reside in Lombard, IL with our children Grace & Jack.

 

 

*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania

 

Retirement Planning Specialist is a title awarded by AXA Advisors upon completion of the retirement training program at the Wharton School
Calculators

Cost of Retirement

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

College Funding

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

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Savings Goals

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

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Newsletters

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

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