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.

 

My goal is to accomplish this through an educational approach that is easy to understand and not filled with confusing financial jargon.  We will start 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 investment or insurance strategies best fit your situation.  The end result will be 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

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

More Newsletters →