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May 26, 2012 @ 08:50 AM

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AXA Advisors, LLC

R. Steven Staley, CFP®, MBA
Retirement Planning Specialist

 

Steve Staley has been providing individuals and business owners with insurance and investment services since 1991. A graduate of the University of Maryland in 1990, Steve went on to complete a Masters Degree in Finance at Loyola College in December 1996.

Currently a Retirement Planning Specialist with AXA Advisors, LLC, Steve focuses on assisting clients with the accumulation and preservation of wealth for their personal estates, as well as their businesses. Active in his industry, Steve is a qualifying member of the Association for Advanced Life Underwriting, Million Dollar Round Table and the National Association of Insurance and Financial Advisors.

Steve has been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Certificate in Retirement Planning from Wharton School, University of Pennsylvania.

Steve is committed to fostering long-term relationships built on trust, credibility and quality of service. This is accomplished by implementing a multi-step process working closely with clients and their other advisors. He believes that his clients' ultimate success lies not in a single transaction but in their overall quality of life.

Steve lives in Ellicott City, Maryland with his wife Allison, son Will, and daughter Cate.

 

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

Newsletters

HOT TOPIC: Why Watch the Employment Situation

Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

To Roll or Not to Roll: It's Your Choice

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.

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

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Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Contact Info

Phone: (410)309-3664

russell.staley @axa-advisors.com

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