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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: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

More Newsletters →

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

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

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

More Calculators →

Contact Info

Phone: (410)309-3664

russell.staley @axa-advisors.com

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