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Our three-tiered approach provides a powerful combination of resources and strategies that can be integrated and adjusted to your exact financial needs.

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Premier Benefits Consulting

Premier designs, implements and monitors your benefit plans to meet the goals of your organization. We take a holistic and proactive approach so your benefits packages provide the right level of comfort and safety for you and your employees.

Premier Estate and Legacy Planning Strategies

Wealth management starts with a vision of the legacy you want to leave. Through funding of trusts and insurance options, smart legacy planning preserves your assets to allow financial continuity from transferring wealth to the next generation to ensuring your own long-term financial independence.

Premier Investment and Financial Services

Based on the financial goals you want to accomplish and the time frame you want to accomplish them in, we work together with you to develop a personalized investment policy and strategy. Then and only then, we design a portfolio that strives to help you realize your goals over the long term.

 


David Rispler (CA Insurance Lic. #0C44992), Jason Schwartz, Alan Margolies, Brian Simonetti, Drin Kukaj (CA Insurance Lic. #OL75280), and David Birns offer securities through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC and offer investment advisory products and services through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC, which conducts business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors, LLC, AXA Network, LLC and AXA Equitable Life Insurance Company (AXA Equitable) (NY, NY) are affiliated companies and do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. Premier Consulting Partners, LLC is not a registered investment advisor and is not owned or operated by AXA Advisors or its affiliates. PPG 133034 (4/18) (exp 4/20))

Premier Consulting Partners, AXA Advisors, and AXA Network do not provide tax or legal advice. Please consult with your professional tax and legal advisors regarding your particular circumstances.

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