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

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

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