AXA Advisors

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

David L. Hutchinson, CFP®,CLU, ChFC

Mr. Hutchinson is a CERTIFIED FINANCIAL PLANNERpractioner 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 PLANNERpractioner, 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

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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One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

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