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January 28, 2012 @ 02:29 AM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10

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Retirement Planning Specialist

As a financial professional since 1995, Robert Omid has dedicated himself to making a difference in the lives of his clients.  He has focused his practice on meeting the needs of small business owners, individuals and professionals in the areas of business and retirement planning.  Using a multi-faceted process, Robert spends a considerable amount of time understanding client needs and concerns, developing a strategy to address those needs, and then providing on-going assistance monitoring client progress in helping them reach both their short and long-term goals.  Prior to joining AXA Advisors, LLC, Robert was a business owner for over ten years and therefore knows the unique challenges they face in developing a successful enterprise.

 

Committed to the financial services industry, Robert has earned a designation as an Executive Benefits Specialist and Retirement Planning Specialist having successfully completed the course work for a Wharton School Certificate in Retirement Planning.  Robert also holds a Bachelor of Science degree from New York University in International Business and Finance. 

 

Based on his consistently outstanding performance as an AXA financial professional, Robert has been awarded many company honors over the years. 

 

Robert is a resident of Great Neck, where he lives with his wife and two children.

Newsletters

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

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Calculators

Net Worth

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

Lease Payment

How much would your monthly lease payment be?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Contact Info

Phone: 516-355-3312

Robert.Omid @axa-advisors.com

Local Office | Branch Office


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