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September 09, 2010 @ 05:08 AM

Dow Jones Industrials 10,387.01+ 46.32
Nasdaq Composite 2,228.87+ 19.98
S&P 500 1,098.87+ 7.03

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W. Phil Ratcliff - AXA Equitable

W. Phil Ratcliff

As a financial consultant, I approach financial planning on a personal level.  I regard my clients as family.  I understand that most of the decisions we make will have lasting impacts on our financial future, and I strive to ensure those decisions will have positive impacts.

I have a unique and in depth relationship with my clients.  Read more.  I have found that this connection is invaluable in my practice and in helping my clients to improve their financial condition.

Your financial well-being means more to me than a quarterly statement and the array of products that I can offer you.  I work with my clients on a one-on-one basis to help them actively achieve their financial goals.

I specialize in working with the University markets and with Small Business Owners.  I currently am available at:

  • The Ohio State University
  • Ohio University
  • University of Cincinnati

on a weekly basis.  If you have questions or concerns about your benefits or opportunities through the University please contact me today so that we may find a convenient time to discuss these issues.

I can help you with:

Please call me today to discuss your financial opportunities, and we'll develop a plan to help you achieve them!

I would like to schedule an appointment.

I am a client and I would like to schedule a review.

Newsletters

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

The Problem with Investment Gains

Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

An Estate is a Terrible Thing to Waste

A will is certainly the best place to start. However, the goal of any estate strategy should be a smooth transfer of wealth to your heirs.

A Look at the Second-Half Outlook

Here we are halfway through the year and there's still no clear verdict on whether investors were justified in their optimism. But there are a number of developments on the horizon that could be important to investors.

More Newsletters →

Calculators

Cost of Retirement

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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