AXA Advisors, LLC

 

My name is Susan Baldwin. Welcome to my Web site.

As an AXA Advisors financial professional and active member of the Denver community, I am dedicated to helping individuals and businesses build their financial futures.

To stay on top of my field and develop my professional skills over my 14-year career, I've regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the CERTIFIED FINANCIAL PLANNER™ professional and FINRA registrations: Series 6, Series 7, and Series 64.

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 education, experience, and professional affiliations have fostered my practical approach to offering financial advice and planning services to my clients. Rather than just recommending a hodgepodge of unrelated products, first I'll consider your specific financial goals and investment objectives. Working together, we'll formulate a strategy to help you achieve your goals. Then, as a registered representative of AXA Advisors, LLC, and an agent of AXA Equitable Life Insurance Company, I'll recommend the appropriate products and services to help you execute your strategy. 

My husband and I live in Littleton, Colorado with our two children.

Thanks for visiting.

 

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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Lease Payment

How much would your monthly lease payment be?

Cash Flow Analysis

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

More Calculators →

Newsletters

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

More Newsletters →