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May 27, 2012 @ 12:31 PM

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AXA Advisors

Nick Georgiton

Financial Consultant

I entered the financial services field to help individuals and businesses make intelligent decisions about their money.  I have extensive experience in the business world.  Over the past 25 years, I have successfully owned and operated four different businesses.

 

My knowledge of the business world, my education in finance, and understanding of financial services and products allow me to offer financial services for my individual as well as business client.  I enjoy working together with my client to understand what is truly important to them about their money.  I help them identify their financial goals and understand their risk tolerance.  Only then can I make recommendations to help them address their financial goals.

 

I received my Bachelor of Science Degree in Finance from Miami University in Oxford, OH.  I also did a one year Study Abroad program at Deree College in Athens, Greece.  In the financial field, I have obtained insurance licenses in Ohio, Kentucky, and Indiana as well as; FINRA securities registrations Series 7,63,65.

 

Locally, I am an active member of Harrison Kiwanis and Harrison Odd Fellows.  I also serve as treasurer of Holy Trinity St. Nicholas Greek Orthodox Church. 

 

Newsletters

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for 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.

More Newsletters →

Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

Contact Info

Phone: 513-762-7730

nick.georgiton @axa-advisors.com

Local Office | Branch Office


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