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February 05, 2012 @ 09:56 PM

Dow Jones Industrials 12,862.23+ 156.82
Nasdaq Composite 2,905.66+ 45.98
S&P 500 1,344.90+ 19.36

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AXA Advisors

Retirement Planning
Specialist

Working Together to Address Your Challenges

Anne London, CFP® offers her own perspective to financial  planning. As a financial professional, she strives to assist her clients in developing strategies to accomplish their personal and business financial goals. Her years of training have provided her the experience to focus in the areas of wealth accumulation, preservation and transfer. Her role is to guide her clients in prioritizing their individual goals. She works with them to develop a plan based on knowledgeable information, quality products and diligent monitoring of their progress. She has been successful by providing service beyond expectations. 

Working with Anne London, her clients get more than just financial advice from an experienced financial consultant, They get the added value of a trusted colleague who listens to their concerns.

Having owned a small business, she understands the challenges facing women executives in today's business environment. As a wife and mother, she understands the pressures facing today's  families.

She has mastered the art of multi-tasking - a requirement in the current marketplace. She speaks frequently at companies, to women's groups and to the public on a variety of financial topics including retirement planning, asset allocation strategies, long term care protection, and financial planning. She has appeared on the WB and Fox Networks. Anne was named as one of America's Top Financial Planners in 2008 by the Consumer Research Council of America

Anne's experience includes:

  • Financial Consultant, AXA Advisors, LLC. Northeast Division
  • Associate Broker, Chas. Greenblatt, Realtors,Commercial Real Estate Firm
  • Small Business Owner, Greetings of Baltimore
  • Teacher, Howard County Public Schools
  • Director of REAP, a program for Learning Disabled Youngsters

Her academic achievements include:

  • CERTIFIED FINANCIAL PLANNER®
  • Qualified Plan Specialist
  • Masters of Science, Johns Hopkins University
  • Bachelor of Arts, American University, School of International Studies
  • FINRA Series 6,7,63,65 (Securities Registrations)
    Life and Health Insurance Licenses
  • Anne has been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.
     

Maintaining a strong sense of community and a solid professional foundation are very important to Anne as exhibited by her involvement and membership in the following:

  • The Financial Planning Association
  • The Baltimore Estate Planning Council
  • National Council of Jewish Women, National Vice President
  • National Aquarium in Baltimore, SCUBA Captain
  • Enterprise Women's Network Co-Chair
  • Friends of the Family, Board of Directors

 CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc.
These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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

Newsletters

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

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.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

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