AXA Discovery Process

Welcome to AXA Advisors' Financial Planning Process

Click the Begin Your Discovery button to view a short, six-minute presentation on the Financial Planning Process.

If you are familiar with the Financial Planning Process, simply click on the appropriate links in the left-hand navigation.

We take your privacy seriously at AXA Advisors. AXA Advisors is committed to keeping all information we have about you confidential and secure. To see how we protect your privacy, click here.

If you have any questions about the differences between my role as an investment advisor and as a registered representative, please contact AXA Advisors Broker/Dealer Services at 1-866-AXA-4545, Monday - Friday, 8:30am - 5:00pm ET.

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