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.
 

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Net Worth

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Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Retirement Is No Reason for a Portfolio to Stop Working

New research has revealed that nearly 90% of retirement income results from investment returns that are generated after the funds are socked away. This highlights the need to remain diligent when it comes to managing and monitoring investments during the retirement years.

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

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July 04, 2009 @ 03:03 AM

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