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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

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

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Calculators

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Net Worth

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

More Calculators →

Contact Info

Phone: 305-670-8587

helio.rocha @axa-advisors.com

Local Office | Branch Office


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