AXA Advisors

My name is Matthew Helms and welcome to my website.

I am an AXA Advisors Registered Representative and member of AXA Equitable's Retirement Benefits Group.  My practice focuses on retirement funding and financial strategies for both individuals and families.  I also provide retirement benefits services for several school districts and non-profit organizations across the state of Michigan.

I began my career with the organization on July 1, 1998, and have attended industry training and certification programs on a regular basis in building my business practice.  I have been recognized for my accomplishments as a top producer for the Retirement Benefits Group, of AXA Advisors, LLC, and as a member of the Sterling Group - an elite group of AXA Advisors financial professionals.

 

I am a Registered Representative of AXA Advisors LLC.

Certified by AXA Advisors as a Retirement Benefits Specialist of Tax Sheltered Plans.

As a Retirement Benefits Specialist in the Retirement Benefits Group, I focus my business on retirement planning for educational/nonprofit organizations and businesses.

 FINRA Registrations include: Series 6, Series 63, and Series 65.

A Bachelors degree in Business Administration from Olivet Nazerene University in Kankakee, IL.

Offices located in Livonia, MI and Troy, MI.

My wife, Jeanette, and I, along with our three children, Rose, Caleb and Cohen reside in Oakland, Michigan.

Retirement Portfolio Lifespan

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Tax-Deferred Savings

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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Are Target-Date Funds Off Target?

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Once we approach the end of our working years, birthdays take on a renewed importance.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

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