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January 27, 2012 @ 02:14 PM

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AXA Advisors

 

James J. Bertucci, CFP®
835 E. Rand Road
Arlington Heights, IL 60004

(847) 454-0230

 
 
 
Welcome to my web site.
 
My Investment Advisory and Planning Services include:
 
Pre and post Retirement Planning to help individuals and families create and implement strategies for the accumulation and income distribution phases of retirement.
 
Pre and post Inheritance Planning to help individuals and families make wise decisions based on their goals and objectives.
 
Investment Portfolio Management using independent research to provide our clients with portfolio analysis, monitoring and rebalancing.
 
My Insurance Services include:
 
Providing guidance for the purchase of the proper insurance coverage.  The goal is to minimize your financial exposure to risks which could create a financial loss.
 
I started my career in 1988 and have regularly attended certification programs to stay on top of my field and develop my professional skills.  This includes completing the curriculum and passing the rigorous exams for the following designations and registrations:

CERTIFIED FINANCIAL PLANNERTM (CFP®)
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.

Wharton Certificate in Retirement Planning
The Wharton Certificate in Retirement Planning was awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

Chartered Financial Consultant (ChFC)

Chartered Life Underwriter (CLU)

FINRA registrations: Series 6, 7, 63 and 65

My education, experience and professional affiliations have fostered my practical approach to offering financial advice and retirement planning services to my clients.  First, I consider their specific financial goals and investment objectives.  Next, by working together, we formulate a strategy to help them work toward their goals.  Then, as a registered representative of AXA Advisors, LLC, and an agent of AXA Network and its subsidiaries, I recommend the appropriate products and services to help them execute their strategy.

Maintaining a strong sense of community is also very important to me.  My Arlington Heights, IL community activities include:
 
Rotary Club Member and Board Director
Chamber of Commerce Member and Past Vice President
Crime Stoppers Board Director and Past President
Board of Library Trustees Past President
Historical Society Member and Past Vice President
Heart of Gold Award Recipient
 
Feel free to contact me...and thanks for visiting.
 
Jim

Newsletters

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

More Newsletters →

Calculators

Risk Tolerance

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

Savings Accumulation

Estimate the future value of your current savings.

Cost of Retirement

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Contact Info

Phone: (847) 454-0230

james.bertucci @axa-advisors.com

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