Kathy Connors Email and Phone Number

As a Financial Advisor, I believe that commitment to the following steps can start a client on the path to achieving financial success.EDUCATION – Insure that the client has an awareness and understanding of the financial strategies and products available and how and why these strategies and products can play a part in the success of the development and pursuit of their financial goals.DISCOVERY - Listen to the client in order to get to know them and understand their individual situation to determine how I can help improve their financial future. STRATEGY – Develop comprehensive and individualized advice and strategies to help clients work constructively towards their financial goals.ACTION – Collaborate with the client to implement and manage their customized strategy. Continue to monitor, manage and review the strategies.Securities and investment advisory services offered through AXA Advisors, LLC (NY, NY 212-314-4600, member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, as AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. AGE63502(6/11)Specialties: Areas of focus include comprehensive financial planning, advising, risk management and wealth management for individuals, families and closely-held businesses.For Individuals:* Estate Planning and Wealth Preservation Strategies* Risk Management* Financial Planning* Wealth Accumulation Strategies and Retirement PlanningFor Businesses:* Employee Benefit Plans* Business Succession Planning* Executive Benefits and Deferred Compensation* Employee Financial Planning