AXA Planning Center

AXA Advisors state-of-the-art AXA Planning Center in Alpharetta, Georgia, centralizes all of the elements of our financial planning program. Built to support the fee-based planning platform, the AXA Planning Center houses our financial planning professionals in the Planning Solutions Group. These professionals represent over 220 years of combined financial planning experience. The AXA Planning Center’s team assists and collaborates with AXA Advisors financial professionals on the six traditional key areas of financial planning: financial position, risk and insurance planning, investment and portfolio planning, tax planning, retirement planning, and estate planning.

While developing a fee-based financial plan, the AXA Advisors financial professionals will typically consult with the Planning Solutions Group. Many members of the Planning Solutions Group hold advanced degrees and professional designations, which include CERTIFIED FINANCIAL PLANNER^™ (CFP®), Qualified Planning Administrator (QPA), Certified Pension Consultant (CPC), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Fellow Life Management Institute (FLMI), Certified Public Accountant (CPA), or Juris Doctor (JD).

The Planning Solutions Group staff members are held to high standards for on-going training and education, quality of guidance and customer satisfaction.

• Continuous education and training means they will have access to updates on laws and best practices related to investments, financial and estate planning. This basis for technical knowledge, combined with the information they garner about the clients assets, personal situation, and life goals, helps them to assist in fashioning a plan that complies with regulations and is designed exclusively for the client.

·        Quality assurance reviews during the planning process help us to provide clients with effective state-of-the-art planning strategies and the best client service possible.

·         The Planning Solutions Group staff members are available to participate in conference calls with the client, financial professional, and the client’s legal and/or tax advisors to help ensure that advice and implementation are consistent.

The Alpharetta, Georgia campus also houses the AXA Advanced Markets Group and the Advisors Learning Center; collectively known as AXA University. Through the AXA University, financial professionals participate in training and on-going education and collaborate with professionals who can provide guidance on a wide range of topics from basic business and estate planning to complex solutions for wealth transfer and executive compensation.

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CFP^® , CERTIFIED FINANCIAL PLANNER^™, and CFP (with flame logo)^® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.