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AXA Advisors

Helio Rocha has been a financial consultant with AXA Advisors since 1997. He has concentrated his practice on employing strategies specifically tailored for high net worth international/global citizens dealing with succession planning for international families and businesses, asset protection and risk management, perpetual legacy, estate transfer, wealth accumulation, charitable planning, preservation and leverage, and succession planning for collectors of art, antiques and collectibles.

Helio holds a Bachelor of Law degree from Candido Mendes College of Law in Rio De Janeiro, Brazil, majoring in Finance and Tax Planning. Helio holds Series 7, 63 and 65 securities registrations with FINRA and Health Insurance licenses. He emphasizes a teamwork approach, working with a group of professionals throughout AXA Advisors’ national network of financial professionals, to bring well-rounded advice and guidance to his clients. He also works frequently with his clients advisors including attorneys, accountants, trust officers, wealth managers/private bankers, art consultants, and representatives of family offices.

Newsletters

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

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Calculators

Net Worth

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

Mortgage Acceleration

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

Cash Flow Analysis

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

Lease Payment

How much would your monthly lease payment be?

More Calculators →

Contact Info

Phone: 305-670-8587

helio.rocha @axa-advisors.com

Local Office | Branch Office


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