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January 27, 2012 @ 02:03 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

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.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

More Newsletters →

Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Tax-Deferred Savings

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

Impact of Inflation

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

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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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