Jeffrey S. West of AXA Advisors

Retirement Planning Specialist

My name is Jeff West. I would like to welcome you to my Web site. I joined the organization in 1994 as a financial professional,after a two-year internship program following college. In January of 1998 I was promoted to Divisional Vice President (District Manager) of the Okemos, Michigan office and continued in that role until June of 2003. I am dedicated to helping individuals and businesses build their financial futures. My business focuses on retirement funding and financial strategies both for individuals and small businesses. I am also a Registered Financial Planner with the National Football League Players Association, working with athletes and helping them with their disability income insurance, life insurance and financial planning needs. Being involved in the community is very important to me.   My community activities include:

Michigan Academy of Family Physicians Foundation Sparrow Foundation (Coaches 4 Kids) Michigan State University and its Foundation Western Michigan University Gary Fund Junior Achievement Habitat for Humanity (Okemos Presbyterian Church) MSU Children's Health Initiative Okemos Education Foundation Williamston Education Foundation.

I have been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning. 

 My wife and I live in Williamston, Michigan with our two daughters.

 

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Risk Tolerance

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

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

More Newsletters →