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Our Services

We concentrate on designing, implementing and servicing programs in the following areas:

Estate Planning and Wealth Preservation
Executive Benefits and Deferred Compensation Plans
Tax-Oriented Life Insurance Planning
Risk and Wealth Management
Business Succession Planning
Employee Benefit and Retirement Plans

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

KAP Planning, Ltd is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.