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As a Premier client, you'll benefit from a collaborative one-on-one relationship with professionals who work with you to identify and prioritize your goals and offer guidance and strategies specific to your individual needs. Services include:

Estate Planning & Wealth Preservation Strategies
Premier gives you suggested strategies to conserve your assets and protect your estate from unnecessary tax obligations. We can help you coordinate insurance policies, early inheritance, and spousal support with your overall investment strategies.

Risk Management
Premier ascertains your tolerance for risk and need for stopgap programs that allow you sleep at night knowing your assets are protected.

Financial Planning & Asset Allocation
Our detailed and customized planning services create a road map that lets you visualize the future and see the path toward retirement, education funding, wealth accumulation or leaving a legacy for others.

Wealth Management
Investment strategies can vary widely, but the final goal is to achieve wealth over both the short- and long-term. Looking at your tolerance for risk and desired time span for goal achievement, we review options for various suitable investment vehicles and work to create a plan to help you stay on course.

Retirement Planning
Whether you're planning on early retirement, regular retirement, or never retiring, we help you create a strategic plan that supports your desired future lifestyle. Using a combination of annuities, IRAs, 401(k) allocations, and employer-sponsored retirement plans, we can assist you in creating a program that gives you options and a sense of security for your later years.

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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