AXA Discovery Process

Welcome to AXA Advisors' financial planning and discovery process.

• Financial Planning Presentation
  View a short, six-minute presentation on the Financial Planning Process.
• Discovery Survey Form
• Risk Tolerance Questionnaire
• Helpful Resources

We take your privacy seriously at AXA Advisors. AXA Advisors is committed to keeping all information we have about you confidential and secure. To see how we protect your privacy, click here.

If you have any questions about the differences between my role as an investment advisor and as a registered representative, please contact AXA Advisors Broker/Dealer Services at 1-866-AXA-4545, Monday - Friday, 8:30am - 5:00pm ET.