Robert Johnson III, MBA
Retirement Benefits Specialist - Tax Sheltered Plans

As an associate of the AXA Equitable Retirement Benefits Group, a specialized division of AXA Advisors, LLC, my focus is to help individuals, business professionals and employers make informed financial decisions. With an emphasis on assisting employers in the public school and non-profit sectors, I am looking to help "educate the educators" with their benefit programs.

My goal is to accomplish this through an educational approach that is easy to understand and not filled with confusing financial jargon. We will start by first spending a considerable amount of time discussing your current situation so that we can identify what matters to you most. After identifying your needs and goals, we can begin to determine which investment or insurance strategies best fit your situation. The end result will be a personal financial roadmap that will guide you through the various phases of retirement planning.

In addition to retirement planning, I also assist my clients in 3 core areas:

• Protection (Life Insurance, Long Term Disability)
• Investments (Mutual Funds, Stocks, College Savings Programs)
• Non-Fee Based Financial Planning

To stay on top of my game and develop my professional skills, I regularly attend industry training and certification programs. This includes completing the curriculum and passing the rigorous exams to earn the following licenses:

·        FINRA Series 7 & 66

·        Life, Health and Accident Licenses

·        Long Term Care Certification

My academic achievements include a Bachelors Degree in Business Administration from the University of Illinois at Urbana Champaign and a Masters Business Administration (MBA) degree from the University of Illinois at Chicago. Additionally, I am currently pursuing the Certified Financial Planner certification.

My education, experience and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. My objective is to "add value" to your current financial strategies.

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