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May 20, 2012 @ 07:08 PM

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Gail Hill, AXA Advisors LLC

For Living Life on Purpose

Welcome to the Financial Coach!

Game Plan

I help my clients discover what's really important to them, make smart choices about their money, and enjoy a better quality of life.

Strategy

You're very good at what you do and devote a lot of time to your career or business. You'd like to have more time for physical and spiritual health, family, friends and fun.

I can't "create" more time, but I can "give" you more of the time you have. Based on your values and your goals, I'll help you develop a specific strategy, a realistic game plan.

And I'll be there to help keep you on track, doing what you need to do.

Goal

Delegate to me the task of reviewing and helping you work toward your financial objectives: investments, insurance, college education funding, financial independence, wealth transfer and business succession planning. As your financial coach, I'll work with your attorney, CPA and other financial professionals so all the players know the game plan.

Background

  • Financial Consultant, Helping clients since 1987
  • Investment Advisor Representative of AXA Advisors, LLC.
  • Member of the Court of the Table, Million Dollar Round Table
  • Retirement Planning Specialist*
  • Certificate of Achievement in Advanced Asset Allocation & Practice Management from AXA Institute, Cambridge, MA
  • Executive Benefits Group Specialist
  • Bachelor of Science, University of Wisconsin, Madison, WI
  • Chartered Life Underwriter (1989) and Chartered Financial Consultant (1990), professional designations of The American College, Bryn Mawr, PA
  • Member, Estate Planning Council of Seattle
  • Member, East King County Estate Planning Council
  • Member, National Association of Insurance and Financial Advisors
  • Member, Society of Financial Service Professionals
  • Member, Bascom Hill Society of the University of Wisconsin Foundation
  • Member, Worship Assistant, Zion Lutheran Church, Kent, WA

*I have been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.

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

Newsletters

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

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.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

More Newsletters →

Calculators

Personal Inflation Rate

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

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

Contact Info

Phone: 1-800-395-7206 & 253-630-6745

gail.hill @axa-advisors.com

Contact One of Our Professionals

Local Office | Branch Office


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