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January 27, 2012 @ 02:13 PM

Nasdaq Composite 2,811.16+ 5.88
S&P 500 1,315.15- 3.28

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Axa Advisors

Penny D. Tucker, CPA, CFP®


As a financial professional with AXA Advisors, LLC, I provide comprehensive wealth management services to business owners, key executives, and individuals.

My educational and professional experience have fostered my practical approach to offering financial advice and planning services to my clients.  My academic achievements include a Bachelors of Science in Accounting from Louisiana State University in Baton Rouge and CFP® and CPA designations. 

I am a member of the Greater Washington Board of Trade, National Association of Female Executives, Northern Virginia Society of CPAs, and the American Institute of Certified Public Accountants. I welcome the opportunity to be of service to you. Thanks for visiting.

CFP®, CERTIFIED FINANCIAL PLANNER™, 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.

AXA Advisors and it's representatives do not offer tax or legal advice.  Please consult with your tax and/or legal advisors for your particular circumstance.

Newsletters

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Contact Info

Phone: 703-205-2781

penny.tucker @axa-advisors.com

Local Office | Branch Office