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January 27, 2012 @ 03:24 PM

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Axa Advisors

Financial Consultant

Welcome to the website of Ted J. Soltys, Jr.

Ted J. Soltys, Jr. started his career with AXA-Advisors in May 1983. He focuses on the small to medium sized business market, helping his clients with long term care, succession planning,  individual estate and retirement planning strategies.  Ted is a top associate with AXA Advisors, consistently achieving the company’s Centurion level or above and, in 1997, he was inducted into its Hall of Fame. Ted received the company’s Hallmark I award in 2000, and the Hallmark II award in 2006 which recognizes lifetime production. Ted achieved AXA Advisors Distinguished Service Award in 2007, an honor showing his constant commitment to his clients and a high level of service. Ted is a member of the elite Sterling Group, a division of AXA Advisors, LLC, and a member of NAIFA (National Association of Insurance and Financial Advisors).

 

Ted holds FINRA Series 6, 7, 63, 65 registrations and is licensed to sell insurance in AZ, CO, FL, IL, IN, UT & WI.

 

Ted is one of the Financial Professionals selected to participate in the highly successful BluePrints® For Tomorrow program. BluePrints® For Tomorrow is a program that helps business owners work “on” their business, not just “in” it. A few of the blueprints offered in this program are: key employee retention, legacy planning, and wealth accumulation and asset protection. BluePrints® for Tomorrow  program is a series of blueprints that help you deal with the '"what-ifs" you face.

 

Ted enjoys spending time with his wife Kristin and their children. He is an active volunteer with PADS, and has been involved in youth soccer and competitive swimming for many years. He has been a member of four national record setting relays and still competes in Masters Swimming, specializing in butterfly and freestyle events.   

 

Newsletters

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

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

Risk Tolerance

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

College Funding

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

Savings Accumulation

Estimate the future value of your current savings.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Contact Info

Phone: 630-954-6868

Local Office | Branch Office