Market Watch

September 07, 2010 @ 08:38 AM

Dow Jones Industrials 10,447.93+ 127.83
Nasdaq Composite 2,233.75+ 33.74
S&P 500 1,104.51+ 14.41
Russell 2000 643.36+ 11.10
Wilshire 5000 11,524.85+ 153.00

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Wealth Preservers, LlC

Our Focus Makes Cents

 

Welcome to Wealth Preservers LLC Web site.  Our company believes that good financial decisions don't have to be confusing.  We created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.  Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

 

 

 

As financial professionals, we can

  • Help you clarify and define your goals
  • Recommend strategies that fit your needs
  • Deliver timely information
  • Explain how changing financial conditions affect you
  • Periodically review your financial progress
  • Seek to make investment planning easier

Feel free to browse our site.  You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.  You can even request a quote for an insurance or investment product. 

If you have any questions, please call us at 888-269-9697 or e-mail us at ralph.short@axa-advisors.com or richard.aldridge@axa-advisors.com.  We will be happy to help.  We look forward to talking with you.

 

 

Newsletters

Inflation Gets Personal

The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.

The Problem with Investment Gains

Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

Shelter Your Retirement Lifestyle

An umbrella liability insurance policy takes effect in the event that the limits of your primary insurance policies are exhausted.

Leaving Your Job? Put an IRA to Work

The way in which you handle your retirement plan assets when leaving a company is an important decision that could affect your retirement savings considerably.

More Newsletters →

Calculators

Lease Payment

How much would your monthly lease payment be?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Contact Info

Phone: 540-672-0046
Toll Free: 888-269-9697

ralph.short @axa-advisors.com
richard.aldridge @axa-advisors.com

Local Office | Branch Office

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