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.
Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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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Newsletters

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

More Newsletters →