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January 27, 2012 @ 02:10 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

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

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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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