Market Watch

January 27, 2012 @ 02:06 PM

Nasdaq Composite 2,811.93+ 6.65
S&P 500 1,315.40- 3.03
S&P Mid-Cap 400 941.85+ 4.33
10 Year Treasury Note 1.90- 0.03

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AXA Advisors, LLC

Planning for YOUR future

Vision:
"Our goal is to provide individuals, business owners and corporations with comprehensive insurance, investment and asset preservation services. Our program of integrated planning helps offer balanced, flexible strategies designed for your particular circumstances and objectives. Each financial instrument is part of a well-conceived plan designed to help you achieve optimum performance and exceptional value."


I have been a financial professional since 1999. By helping many individuals and families achieve their financial dreams, I have been able to completely satisfy the goal and vision of this company. I am particularly knowledgeable at helping business owners protect their assets, provide cost-effective employee benefits and supplemental retirement plans.

To stay ahead financially, you should constantly re-evaluate your current financial plans to help ensure that they are keeping pace with your lifestyle changes. I can help simplify this process by assisting you in building a financial strategy. In AXA-Advisors, we all work hard to help you to achieve your financial dreams. We believe a good partnership is critical to success. To this partnership I bring both the understanding of a seasoned professional and experience in the financial services arena. As a financial professional at AXA-Advisors, I work hard with a team of experts to help families and business to achieve their financial goals.

I was born and raised in Hong Kong. I also lived in Paris before moving to the US. I moved to Florida in 1985. I earned a BA in accounting, a minor in French and a MBA at USF. I can speak both English and Chinese. During the past, I led many non-profit organizations in the Tampa Bay area. I always enjoy helping others and promoting unity in the community.

For me to stay on top of the financial industry and develop my skills, I constantly attend training courses and certification programs. I am always dedicated to help families and business.

My lovely wife Virasin and I have three beautiful children who are Bonita, Jovi and Erica. My hobbies include deep sea fishing, soccer, table tennis, and playing mahjong.

Thanks for visiting


Education and related experience:
University of South Florida with a Master Degree in Business Administration and B.A degree
in accounting.

AXA Advisors recognition includes:
National Leaders Corp - 1999, 2000, 2004
Divisional Leaders Corp - 2001, 2002, 2003, 2005, 2006, 2007
Centurion- 2008

Accreditations and Professional Affiliations:
FINRA registered Representative Series: 7, 6, 24, 63, 65
Member of Tampa Association of Insurance and Financial Advisors

Community and Civic Organizations:
Past president of Suncoast Association of Chinese Americans
Founding member of Asian American Coalition of Florida
Founding member of Asian American Chamber of Commerce
Founding member of Asian Festival of Tampa Bay
Board member of The Gus A. Stavros Center for Free Enterprise and Economic Education of
University of. South Florida

Newsletters

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

More Newsletters →

Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

College Funding

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

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

More Calculators →

Contact Info

Phone: 813-282-9088

Eric.man @axa-advisors.com

Local Office | Branch Office


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