"An investment in knowledge pays the best interest." ~Benjamin Franklin

After riding the proverbial wave from one financial disaster to another over the past decade, investors are tired of picking up the scraps left behind by the securities market, just to rebuild and endure yet another boom and bust cycle.  They want to be protected, they want to feel comfortable with their hard-earned savings, and they want to be certain that they can take on the unknown and not only survive a horrific financial event, but prosper through it! 

With these goals in mind, as a Financial Consultant with AXA Advisors, my practice is built on the following mission:  

I will strive to exceed your expectations by going above and beyond as a personal and professional resource, helping to ensure that you make sound financial decisions in order to build and protect the wealth you've worked hard to accumulate, implement proper tax-efficient investment strategies and help prevent financial turmoil when market forces collide.  In addition, I'll assist in implementing and maintaining your risk management strategy to protect your assets against financial loss in the event of an untimely death or disability.  I know you want to make certain the wealth that you've built passes on to future generations efficiently and effectively according to your wishes.

At the center of our relationship is your financial strategy which is structured around your unique life and goals.  By bringing AXA Advisors' vast resources to the table, no case size is too big or too small, too simple or too complex.  In any situation, we have the knowledge, experience and resources to attend to your every need.  AXA Advisors high quality financial tools enable us to build from the portfolio you may already have, and implement a strategy of sound performance AND protection for the unforeseen future. 

In addition, as your advisor, I will help you stay focused on your long term goals while guiding you away from the roads that can lead to financial defeat.  We will meet at a minimum once a year to ensure all of these goals are being met.  I will guide you through the difficult process of making the often complex and tough decisions required with planning for financial independence.  Together, we will build a lasting relationship structured around one of the most important aspects of your life - Your Financial Freedom.

Please take the opportunity to preview my website and begin the  AXA Discovery Process.  Then we'll schedule a 45 min-1 hour complimentary appointment at a time that's convenient to you so that we may acquaint ourselves and determine if we should take the next step.  I'm more than confident that I'll bring significant value to you, your family and your business.  Never hesitate to call me with any questions at any time, I'm honored to be of assistance.

Semper Fidelis,

Josh Graeff

Financial Consultant

AXA Advisors, LLC

Bellevue, WA

(206) 956-6251

Schedule Appointment Online

AGE 52980 (12/09)