AXA Advisors

Frank Shoener, CPA, CFP®

As an AXA Advisors financial professional and an active member of the Fort Wayne community, I am dedicated to helping individuals and businesses build their financial futures.  Areas that I am experienced in include:

 Asset Management and Investment Planning               

 Retirement Planning

 Business and Estate Planning

 Development of Retirement Plans for Businesses

 Group Health and Other Employee Benefit Programs*

After graduating from the University of Evansville in 1978, I spent several years in private and public accounting.  My career with AXA Advisors began on January 1, 1989.  My company achievements include:

  • 5 Time Centurion
  • 5 President's Cabinet Awards
  • 5 National Leader Corps Awards
  • 1999, Entered the Hall of Fame
  • 2002, Hallmark I Award
  • 2004, Superior Achievement Award
  • 4 Circle of Excellence Awards
  • 2006, Summit Award
  • 2008, Hallmark 2 Award

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

  • AICPA and Indiana CPA Society
  • Institute of Certified Financial Planners
  • Fort Wayne Estate Planning Council
  • Fort Wayne Breakfast Sertoma Club
  • Attend The Chapel

I have been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.

 

In my leisure time, I enjoy golfing, fishing, bicycling and spending time with my wife, Sandy, and our two children.

AXA Advisors, nor it's representatives provide tax or legal advice.

* Products offered through AXA Network, LLC and its subsidaries.

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

 
Calculators

Credit Card Debt

How Long Will It Take to Pay my Balance?

Tax-Deferred Savings

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

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Newsletters

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

More Newsletters →