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AXA Advisors

Retirement Planning Specialist

Jose Felix Rivas is a Financial Consultant with AXA

Advisors' South Florida Branch,  and  brings  to  the

organization over  25  years of    multi-cultural   and

multi - national   business  experience,   providing 

clients  with  wellrounded advice and  guidance.

 

Prior to joining AXA, Jose was a seasoned business owner  with  over  25

years of experience. Mr. Rivas now uses his diverse background to assist

successful individuals and businesses develop and implement financial

strategies.  Through  a  relationship-based,   value - added    consultative

planning   process,  Jose  addresses  his  clients'  needs in the areas of

personal  risk   management, estate and  business  planning  strategies, 

executive and employee benefits, and life stages planning tailored to help

protect, distribute, and transfer wealth.

 

Jose  holds  FINRA Series 6, 7, 66 and 24 registrations, and is licensed to

offer life and  health insurance, and annuities in the states of Florida, New

York, and Georgia. Mr. Rivas has also been awarded the title of Retirement

Planning   Specialist    by  AXA   Advisors,  after  receiving  a   Certificate  in

Retirement   Planning   from  the  Wharton  School  at   the   University   of

Pennsylvania. He was part of a select group of  associates attending  this

elite training program.

 

Mr. Rivas is an active member in his community, volunteering his time to

several   organizations,  like the  Coral  Gables  Chamber  of  Commerce,

where he served as chair of the membership  committee,  the  St.   Hugh

Church  Parish  Council,  and the  National  Multiple  Sclerosis   Society’s

fundraising committee,  serving  as  Chair for  the  MS Walk CoralGables.

 

Newsletters

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

More Newsletters →

Calculators

Risk Tolerance

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

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

Retirement Portfolio Lifespan

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Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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