AXA Advisors

10500 NE 8th Street, Suite 1600, Bellevue, WA 98004

David L. Hutchinson, CFP®,CLU, ChFC

Mr. Hutchinson is a CERTIFIED FINANCIAL PLANNER™practioner and is a registered representative with AXA Advisors, LLC in Bellevue, WA.  He can provide stratgies for business and individuals in the areas of wealth accumulation, wealth preservation and Financial Planning. He joined AXA Advisors in 1997 in the Seattle Branch, and was appointed a Divisional Vice President and transferred to the San Francisco Branch in August of 2000. In 2005 Mr. Hutchinson moved back to the Bellevue, WA  Branch where he focuses on the areas of Retirement Planning and Estate Planning for high net worth individuals and small businesses.  He has served as a member of the University of Washington Estate Planning Board and is currently a member of the FPA and the East King County Estate Planning Council.  Mr. Hutchinson is a CERTIFIED FINANCIAL PLANNER™practioner, a designation conferred by the CFP Board of Standards, holds a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania, and also holds the CLU and ChFC designations from the American College.

 

CFP® , CERTIFIED FINANCIAL PLANNER™, 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.

AXA Advisors and its representative do not provide legal or tax advice.  Please seek assistance from an attorney and/or tax advisor based on your individual situation.

Estate Planning is funded through the use of life insurance and other financial products
Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

IRA Eligibility

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

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