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September 03, 2010 @ 12:06 AM

Dow Jones Industrials 10,320.10+ 50.63
Nasdaq Composite 2,200.01+ 23.17
S&P 500 1,090.10+ 9.81

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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

Shelter Your Retirement Lifestyle

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

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

An Average Way to Invest

Dollar-cost averaging might help investors make the most of a highly volatile period.

More Newsletters →

Calculators

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Cash Flow Analysis

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Tax-Deferred Savings

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

More Calculators →

Contact Info

Phone: 703-205-2781

penny.tucker @axa-advisors.com

Local Office | Branch Office