Brian E Gardiner
Your Life... Your Way. Plan It. Live It.
We can help make it happen…
At Gardiner Private Wealth Management, we are dedicated to helping our clients build secure financial futures. To do it right takes commitment and planning and the services of a capable financial professional like us.
We have the resources and knowledge to help you develop and implement a sound financial strategy.
Our job is to assist you in mapping out your financial goals and to select the appropriate products to help you work toward your objectives. Through AXA Advisors and its affiliates, We can offer a broad range of financial products and services.
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Newsletters
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
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Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.