Columbus, OH

Who we are

The Retirement Benefits Group is a specialized division of AXA Advisors. 

Based in Columbus, our team of financial professionals service the retirement planning needs of central Ohio’s educators, hospitals, nonprofit organizations, government employees, and business professionals.

We are part of AXA, a global company that helps millions of people address their financial goals with financial and insurance products.  We combine the resources of one of the world’s top financial services organizations with the hands-on attention you need to have your financial goals understood and met.

How we can help you

With the value-added retirement benefits we provide, employers can better attract and retain great employees.  We support employers by assisting with the plan's installaton and management, educating employees about the plan, and servicing employee's needs when they choose to participate.

We offer clients a proven approach to addressing both their long- and short-term financial objectives.  Our financial professionals are also well-trained retirement planning specialists, working with you to help work toward your goals.

Partnering with you for your future

Our financial professionals work closely with employees and their families to educate them on financial issues and the importance of saving for retirement, as well as provide support for college tuition savings, life or disability insurance, and estate planning.

Your financial professional will make regular visits to your home or workplace and perform annual reviews to make certain that your financial portfolio reflects your current situation and anticipated goals.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Lease Payment

How much would your monthly lease payment be?

Cash Flow Analysis

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

Lease Interest

What's the interest rate on the lease you're considering?

More Calculators →

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

Time to Revisit Risk

During volatile financial times, it is only natural to reconsider your own personal risk tolerance and review the role of risk in your portfolio.

Essential Fundamental Analysis

The fact is that the financial markets rely heavily on fundamental analysis in order to set prices and make decisions to buy or sell.

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

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