As a financial professional with AXA Advisors and an active member of the Chicagoland community, I am dedicated to helping individuals and businesses build and protect their financial futures.

To stay on top of my field and develop my professional skills, I regularly attend industry training programs. This includes completing the curriculum and passing the exams for the FINRA Securities Registration, Series 7, 66 and the Life and Health Insurance license. As a graduate of Arizona State University, I have a passion for helping clients manage the risk in their investment portfolios. My education, experience and professional affiliations have fostered my practical approach to offering financial products to my clients. Rather than just recommending a combination of unrelated products, first I’ll consider your specific financial goals and investment objectives. Working together, we’ll formulate a strategy to help you address your goals. Then, if it is suitable, I can recommend the appropriate products and services to help you execute your strategy.

Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and affiliations include:

  • Board member of the Brett Armin Sarcoma Foundation
  • Board member of the Village Of Deerfield Board Of Appeals

I currently reside in the northern suburbs of Chicago with my wife and two children.

Thanks for visiting,

 

Jeffrey Auerbach

 

Philosophy & Focus

To help build and protect client’s wealth through various strategies that are tax efficient while helping to reduce portfolio volatility with the goal of maximizing total return.

Tax Minimization Strategies

  • Roth IRA alternatives for highly compensated individuals
  • Non-qualified savings plans
  • Qualified retirement accounts
  • Executive compensation

Risk Management:

  • Investment management including: strategic, tactical, and absolute return strategies
  • Insurance services: life, disability, long-term care

Wealth management

  • Accumulation strategies
  • Distribution strategies
  • Protection strategies