Phiffer Financial Services

M. Devin Phiffer, CFP

 

 

 Your Life...   Your Way.   Plan It.  Live It.

I can help make it happen...

As an AXA Advisors Financial Professional, I am dedicated to helping my clients build secure financial futures. To do it right takes commitment and planning and the services of a capable financial professional like me.

I have the resources and knowledge to help you develop and implement a sound financial strategy.

My job is to assist you in mapping out your financial goals and to select the appropriate products to help you work toward your objectives. Through AXA Advisors and its affiliates, I can offer a broad range of financial products and services.

Thank you for visiting my Web site! Stay a while and browse its many features!


EC27714 (11/03)

 
Calculators

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Cash Flow Analysis

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

More Calculators →

Newsletters

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

More Newsletters →