About Us

eMoney Financial Videos

 

1. Life in a Box

As a kid, things were simple. Life's different now and financial planning keeps you organized and in-the-know.

  Click on this link to view the "Life In A Box" video.

 

2. What's in A Number?

Financial planning keeps you organized and in-the-know.

  Click on this link to view the "What's In A Number" video

 

3.  What We Do

Create a financial planning process to protect and grow your money.

Click on this link to view the "What We Do " video

 

4. Wealth Management

Rethinking your strategy of risk and reward.

Click on this link to view the "Wealth Management" video

 

5. War for Your Wallet 

Who wins the battle for your wallet... it's up to you!

Click on this link to view the "War for Your Wallet" video

 

6.  Advocate

Everyone needs an advocate, a primary financial advisor.

Click on this link to view the " Advocate" video

 

7. Business Owners

Business owners need to establish a financial plan for the protection, growth and transfer of wealth.

Click on this link to view the "Business Owners" video

 

8.  Choices

People like you know that smart choices can make the difference.

Click here to view the "Choices" video

 

9. Financial Planning

Explore the six step process for creating, implementing and monitoring a financial plan.

Click here to view the "Financial Planning" video

 

10. Professional Women

Women comprise over 57% of the work force, but still need to organize and prepare for their future.

Click here to view the "Professional Women" video

 

11. Educators

Financial Planning for educators understands pension plans and helping teachers reach retirement goals.

Click here to view the "Educators" video

 

12. Life Insurance

Life insurance protects. 70% of those with coverage only have enough to replace 3 ½ years of income. How protected is your family?

Click here to view the "Life Insurance" video

 

 

California Insurance License #: 0C02915

The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. 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, 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.

Synergy Planning Group is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

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