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September 05, 2010 @ 04:04 PM

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AXA Advisors

Justin M. Chibucos

Retirement Planning Specialist

 

 

Professional Focus

As a financial professional with the Retirement Benefits Group, a specialized division of AXA Advisors, LLC, my practice focuses on both retirement and financial planning for individuals and families.  I also provide retirement benefits services for many school districts, municipalities and non-profit organizations in the Chicagoland area.

 

I take an educational approach that is easy to understand, soley focused on your financial success.  After thoroughly reviewing your needs and goals, we can begin to determine which financial strategies best fit your situation.  The end result is a financial roadmap that will guide you through the various phases of financial 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 have two wonderful children, Gracie and 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

Newsletters

Keeping Up with College Costs

The cost of a college education continues to rise rapidly, reaching new highs along the way. This worksheet can help you prepare for these mounting costs.

When Investing Pays Dividends

Aside from the potential for steady payments, dividends can be a good way to assess a company's health, quality of earnings, and future prospects.

Test Your College Funding Knowledge

If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

HOT TOPIC: The Great Inflation-Deflation Debate

We're all used to worrying about inflation and its long-term effect on purchasing power. However, there's a growing chorus warning that deflation is the next big concern for the U.S. economy.

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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?

More Calculators →

Contact Info

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