Jordan R. Bain, ChFC
Welcome to my Website
 
As a Financial Consultant with AXA Advisors, LLC., I have the privilege of working with other financial professionals at AXA Advisors, LLC., who focus on many different areas of financial services.  Chief among these are Asset Management Strategies, Financial Planning, Estate Planning Strategies, Executive Benefits, Group Benefits, Qualified Plans, and Retirement Benefits.
 
 
 
 
MY APPROACH
 
I am committed to building long-term relationships with my clients and community, and providing planning strategies that are designed to help you prepare for your future. AXA Advisors' financial professionals have the tools and knowledge needed to help you develop and implement a personalized financial strategy.
 
I'll explain complex issues in easy-to-understand language.  My job is to help you map out your financial goals and to help you select the appropriate products for your objectives.
 
Through AXA Advisors and its affiliates, The AXA Equitable Life Insurance Company (AXA Equitable), MONY Life Insurance Company (MONY) and Alliance Bernstein, and through numerous unaffiliated, but well-known mutual fund, annuity and insurance companies, I have access to a broad range of financial products and services.
 
To ensure that you are comfortable with your strategy and product choices, I will work collaboratively with you through each step of the planning process.  Your participation is vital to the creation, implementation and success of your financial strategy.
 
 
WHAT MAKES ME DIFFERENT?
 
I live by a few simple rules.  Be honest.  Respect others.  Deliver what you promise.  Never take anything or anyone for granted.  Finally, never forget the importance of a genuine "Please" and "Thank You."
 
I regularly invest in my education and pass that education on to my clients so financial decisions are knowledge-based, not trendy.  My affiliation with other well-respected financial professionals complements my efforts by allowing me to get even the most complicated questions answered quickly and professionally.
 
To stay on top of my field and develop my professional skills, I have continued to educate myself.  I have a BA in Liberal Arts from Trinity College in Hartford, Connecticut, an MBA in Finance from The University of Illinois and I have achieved the Chartered Financial Consultant designation from The American College in Bryn Mawr, Pennsylvania.
 
 
MY LIFE
 
I live in Montgomery with my wife Anne and our four children, Julianne, Michael, Catherine, and Spencer.  I am a member of the Financial Planning Association, the Society of Financial Service Professionals, and The National Association of Insurance and Financial Advisors.  I volunteer with ProKids.  ProKids’ vision is a safe, permanent and nurturing home for every child.
 
 
WHAT'S NEXT
 
E-mail me directly at jordan.bain@axa-advisors.com or call me at 513-762-7750 to arrange a personal consultation.  I'll help you pinpoint your specific financial goals, needs, and concerns.  Then, based on the objectives you identify, I'll help create a customized plan for you.
I look forward to hearing from you soon.  Let's start planning for your future today!
 
 
AXA Advisors, LLC is an Equal Opportunity Affirmative Action Employer - A/A M/F/D/V

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Mortgage Acceleration

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

Lease Payment

How much would your monthly lease payment be?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

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 Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

Are You Making These Cash Mistakes?

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

More Newsletters →