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September 05, 2010 @ 02:28 PM

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AXA Advisors, LLC.

Kevin Kuebler, CPA



AXA Advisors and its representatives do not offer tax or legal advice.  Please contact your tax and/or legal advisors for your particular circumstance.

 Welcome to my web site, I hope you enjoy your visit.


As an AXA Advisors financial professional and an active member in the Bloomington/Normal community, I am dedicated to helping individuals and businesses identify their needs and put a plan in place to work toward their goals and build their financial futures.

My experience and dedication to getting a job done right combine to provide the service you expect from your financial professional. I use my many years of practical business experience to work with you to make intelligent, well planned financial decisions.

To stay on top of my field and continue to develop my professional skills, I regularly attend industry training and seminar programs and am a member of the following professional organizations:

  •  IAIFA – Illinois Association of Insurance & Financial Advisors
     
  • NAIFA - National Association of Insurance & Financial Advisors
     
  •  ICPAs – Illinois Society of CPAs
     
  • AICPA – American Institute of CPAs
     

I received my Bachelor of Science degree in Accounting from Truman State University in Kirksville, Missouri. In addition to earning my CPA certificate, I have completed the curriculum and passed the rigorous exams to earn my Life and Health license, FINRA Series 7 and Series 66 registrations.


My education, experience and professional affiliations have fostered my practical approach to offering financial services to my clients. Before I would recommend any product, I will explore your specific financial goals and investment objectives and get to know your needs and wants. Then, working together, we’ll formulate a strategy to help you work toward your goals and I’ll recommend the appropriate products or services to execute that strategy. And finally, we’ll sit down on a regular basis to review your goals and objectives and make sure our strategy still fits with your objectives.
 

Maintaining a strong sense of family and community and a solid professional foundation are important to me. I am involved in many activities in my community from soccer coach to scout leader to Rotarian to board member.  My wife Bonnie and I live in Bloomington, Illinois with our two children, Adam and Jane.

Newsletters

Keeping Up with College Costs

The cost of a college education continues to rise rapidly, reaching new highs along the way. This worksheet can help you prepare for these mounting costs.

A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

Small Business Offered Rare Health Insurance Incentives

Many of the precious few incentives for employers in the Patient Protection and Affordable Care Act are targeted to small business.

More Newsletters →

Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Contact Info

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