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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

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.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

More Newsletters →

Calculators

Lease Payment

How much would your monthly lease payment be?

Lease Interest

What's the interest rate on the lease you're considering?

Impact of Inflation

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

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

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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