AXA Advisors

Strategies for Wealth Management


Welcome to my Web Site. I am Gary Brush, a CERTIFIED FINANCIAL PLANNERTM practitioner with AXA Advisors, LLC. I help individuals and businesses with insurance and investments. My background and credentials include:

  • CERTIFIED FINANCIAL PLANNERTM
  • FINRA securities registrations: Series 6, Series 7, and Series 66
  • Masters Degree -- Mathematical Statistics
  • Bachelors Degree -- Statistics
  • Member, Financial Planning Association

I use my quantitative background and training to help provide financial strategies based on clients' financial goals and investment objectives. Key areas of my practice include:

  • Helping clients prepare for important life goals, through offering the appropriate products and services, such as being able to fund children's college education, and to retire to a desired standard of living
  • Helping to assure family and portfolio protection during periods of employment transition
  • Helping with tax-efficient rollovers from Qualified Retirement Plans

I have been a frequent presenter of financial planning seminars in New Jersey for a number of years.

Thank you for visiting my Web Site. Please contact me if you would like to schedule a consultation at a mutual agreeable time.

Gary Brush and AXA Advisors, LLC, do not provide tax and legal advice. You should consult with your attorney and/or tax advisor before making final investment or planning decisions.

CFP®, CERTIFIED FINANCIAL PLANNERTM , and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Newsletters

Are the Times A-Changin'?

As the election year rolls along, Americans are facing an uncertain future and an election that could be the harbinger of great change.

Surviving the Estate Tax with Survivorship Life

People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy.

Take It Year by Year

The Federal Reserve has been cutting interest rates fast and deep. Although not all consumers rates are directly affected by the cuts, they highlight turmoil in the credit markets, rising inflation, and the possibility of slower economic growth.

Population Boomer

The nearly 80 million boomers, who have reinvented so many aspects of American life, appear poised to leave their unique mark on retirement and possibly transform the economy in the process.

More Newsletters →