AXA Advisors

My name is Brad Steinback, CFP®, Retirement Planning Specialist.  Welcome to my Web site. As a financial professional with AXA Advisors, LLC, I am dedicated to helping individuals and businesses address their financial
goals.

To stay on top of my field and develop my professional skills,
I've regularly attended industry training and certification
programs. This includes completing the curriculum and passing
the exams for the:

  • FINRA Securities Registrations Series 7 and Series 66
  • Life and Health Insurance

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

My academic achievements include a Business degree in Accountancy from Indiana University in Bloomington, Indiana. My education, experience and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. Trust and integrity are the foundation of my practice with helping the client address their financial goals as my mission. As part of the financial strategy process, I'll consider your specific financial goals and investment objectives. Then working together, we'll formulate a strategy to help you work toward these goals. Then, as a registered representative of AXA Advisors, LLC, and an insurance agent of AXA Network, LLC, I'll recommend the appropriate products and services to help you execute this strategy to assist in achieving your financial goals. My wife Ronna, son Jeffrey and I live in Deerfield, Illinois. Thanks for visiting.

 

CFP®, CERTIFIED FINANCIAL PLANNER™,
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.
Calculators

College Funding

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

Life Insurance

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

Cost of Retirement

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

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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Newsletters

Take It Year by Year

The Federal Reserve has been cutting interest rates fast and deep. Although not all consumer rates are directly affected by the cuts, they highlight turmoil in the credit markets, rising inflation, and the possibility of slower economic growth.

HOT TOPIC: A Bear Market History Lesson

If it feels like the sky is falling, it wouldn’t be the first time. But is the downturn that began in October 2007 all that different from bear markets of the past? Here’s a look back at the nine other bear markets that have occurred since 1950.

Get Schooled on Saving for College

One way to be prepared for the possibility that the tab for higher education may be higher than expected is to take advantage of the tax benefits of 529 plans.

What’s in It for You?

The Economic Stimulus Act of 2008 contained favorable provisions that will benefit small business. It appears that the government wants to inspire businesses to spend freely, too.

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