I offer no-fee financial analysis and investments through an open architecture framework. I examine the specific protection and financial needs of each individual client within the context of his or her short-term and long-term goals, cash reserve lifestyle needs, projected retirement requirements, liquid investment income needs, family and/or professional circumstances. There is no charge for my investment plans. I provide a comprehensive view of each client’s over-all financial picture while helping them address today’s goals and successfully plan for their future in a realistic manner. Everything discussed is confidential.
Specialties
I specialize in investment planning for individuals and businesses. I also provide investment planning for personalized investments, retirement accounts and protection needs analysis for estate and retirement planning purposes including health insurance, long-term care, life insurance, and tax deferred vehicles. For business investment planning, I specialize in 401K and alternative employee group retirement plans, employee benefits planning, business protection planning and business succession planning. I look at the ongoing needs of each business and at the individual as well.

Contact Info:
amber.creighton@axs-advisors.com” www.axa-advisors.com Phone: 212-408-9064