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May 22, 2012 @ 10:37 PM

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David Cohen

Helping Individuals, Professionals and Small Business Owners Make Better Financial Decisions

As an AXA Advisors financial professional, I am dedicated to helping my client's fulfill their life goals through financial strategies. To do it right takes commitment and planning and the services of a capable financial professional like me. As an active member of the Washington, DC community, I am dedicated to helping individuals and businesses build their financial futures.

As a Financial Consultant, I provide financial and retirement strategies for my clients. By undertstanding your goals, values, and risk tolerance, I can propose suitable strategies for investments, life insurance, long term care insurance, annuities and fee-based planning.

I successfully completed and obtained my Certificate in Retirement Planning from Wharton. By applying this education to my clients' financial problems, we provide income strategies that will help protect our clients from outliving their assets as well as from long term care illnesses or disabilities. 

To stay on top of my field and develop my professional skills for my career, I have regularly attended industry training and certification programs. This includes completing the curriculum and passing the exams for the:

  • FINRA Securities Registration: Series 7 and Series 66
  • Annuity and Life and Health Licenses

My academic achievements include a Bachelor of Arts degree in Sociology and Computer Science from Brooklyn College, CUNY

My education, experience, and professional affiliations have fostered my practical approach to offering financial products and services to my clients. Rather than just recommending a combination of unrelated products, first I'll consider your specific financial goals and investment objectives. Working together, we'll formulate a strategy to help you address your goals. Then, if it is suitable, I --- as a registered representative of AXA Advisors, LLC, and an agent of AXA Network, and its subsidiaries --- can recommend the appropriate products and services to help you execute your strategy.

Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and professional affiliations include:

  • Member of the National Association of Insurance and Financial Advisors
  • Member of the Greater Washington DC Board of Trade
  • Member of the Bethesda Chevy Chase Chamber of Commerce
  • Member of the Grass Roots Organization for the Well-being of Seniors (GROWS)
  • Member of National Aging in Place Council (NAIPC)

My wife Laurie and I live in Silver Spring, Maryland, with our two children.

Thank you for visiting my Web site! Stay a while and browse its many features!
 

Newsletters

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

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Calculators

Loan Payoff

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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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