Axa Advisors

Greg Rychlik, CRPC
Retirement Planning Specialist,

Your Life...   Your Way.   Plan It.  Live It.

I am dedicated to helping my clients build secure financial futures. To do it right takes commitment and planning while providing clients with three key tools:

       1.  A clear understanding of their financial goals
       2.  A well-defined roadmap for achieving those goals
       3.  Ongoing advice to help adjust their roadmap when
                                             their needs change

My services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation.  Since there is not a one-size-fits-all plan for achieving financial success,  I focus on helping my clients develop a comprehensive, cohesive plan that fits their unique needs and enables them to meet both their short- and long-term objectives. 

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

Feel free to browse my site.  You will find a variety of articles, calculators, and research reports that I hope will answer your questions or stimulate your interest. 

If you have a specific question or want more information, then let me know.  I'd be glad to help. 

 

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

 

 

 

 
Calculators

Cost of Retirement

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Newsletters

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

When It Comes to IRAs, Know Your Limits

In recent years, IRAs have become the single largest vehicle for retirement savings in the United States.

More Newsletters →