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 MISSION
I am committed to building long-term relationships with my clients and community. I strive to help my clients by offering tailored strategies that are designed to help them prepare for their future. I have the tools and knowledge needed to develop and implement a personalized financial strategy.
MY PROCESS
I meet with clients to ensure that I understand all their needs and their complete financial situation before making recommendations. I get to know the client and their family to understand their financial goals and needs so that I can provide a complete financial review. Then, when I have the complete understanding of the client's unique financial situation, I will review my financial recommendations with the client.
MY PLATFORM
Through AXA Advisors and its affiliates, The AXA Equitable Life Insurance Company (AXA Equitable), MONY Life Insurance Company (MONY), AXA Network, 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.
This allows me to put my clients at the center of my process. 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 at AXA Advisors 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
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