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February 09, 2012 @ 11:30 AM

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AXA Equitable

   Curtis Broom Jr

205-970-5208

Your life...Your Way. Plan It. Live It .

I can help make it happen.


 As an AXA Financial Professional, I am dedicated to helping my clients build secure financial futures. To do it right takes commitment and planning and the service of a capable financial professional like me. 

During the course of a normal business day, my clients pose many questions..

Are you asking yourself:

  • "What is the best way for me to save for my child's college education?" 
  • "Am I saving enough for retirement?" 
  • "What is the proper balance of stocks to bonds in my portfolio?" 
  • "As a small business owner, what is the best way for me to recruit, reward and retain my key employees?"
  • "Is my current life insurance enough to support my family if I were to pass away?" 
  • "My spouse and I are considering a divorce, what is the appropriate division of assets?" 

If you find yourself emphatizing with these clients, a visit with a financial advisor should be on your horizon. 

With more than 27 years of experience, I have the resources and knowledge to help you develop and implement a sound financial strategy. 

During my career with AXA Financial, I have been the recipent of many company and industry awards. These include:

  • AXA Equitable Hall of Fame
     
  • Qualifying Member of the Million Dollar Round Table
     
  • Hallmark I Award
     
  • 2007 Recipent of the Silver Medal of Honor ( 25 Years of NLC Production) 

 My job is to assist you in mapping out your financial goals and to select the appropriate products to help you work toward your objectives. Through AXA Financial and its affiliates, I can offer a broad range of financial products and services.
 

Thank you for visiting my website!  

    Curtis Broom Jr.

Newsletters

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.

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Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Using Living Benefits for Retirement Income

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