Page 34 - Freeman Funeral Homes

WE WILL TAKE CARE OF YOUR FINANCIAL PLANNING SO YOU CAN TAKE CARE OF YOUR FAMILY
In the wake of your loss, it’s not easy making financial decisions, but you don’t have to make them alone.
Knowing where to begin is a challenge at best.
We’re here to listen to your concerns and help guide you through the process.
MAHUL J. BALAR, CFP®
Financial Consultant
Mahul.Balar@axa-advisors.com
TOM THOMAS, LUTCF
Financial Consultant
Tom.Thomas@axa-advisors.com
732.362.7887
FINANCIAL PLANNING
EDUCATION PLANNING
529 Plans College Cost Estimations Saving Plans
RETIREMENT PLANNING
IRA
Roth IRA Inherited IRA’s
Personal Financial Plans Estate Planning
Elder Care Plan
Vehicles for Charitable Strategies
INSURANCE / RISK MANAGEMENT
Life Insurance Disability Income Insurance Long Term Care Insurance
333 Thornall St, 8th Floor Edison, NJ 08837
Office: 732.362.7887
www.us.AXA.com
Thomas Thomas is a registered representative who offers securities through AXA Advisors, LLC (NY,NY 212-314-4600), member FINRA, SIPC and an agent who offers annuity and insurance products through AXA Network, LLC. Investment Advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. AXA Advisors and AXA Network are affiliated companies and do not provide tax or legal advice.
Mahul J. Balar, CFP® is a registered representative who offers securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC and an agent who offers annuity and insurance products through AXA Network, LLC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. AXA Advisors and AXA Network are affiliated companies and do not provide tax or legal advice.
AGE-143101 (02/2021)
Page 34 - FREEMAN FUNERAL HOME