Axa Agent

Serving All Your Financial Needs
Kewaunee Wisconsin

Financial Professionals, Charlie Novak and Margo Mastalir, spend the time to understand your financial concerns and work in partnership with you to develop a customized financial program that can best meet your individual or business needs. Our investment experience, capabilities and resources are focused on the objective of helping you invest wisely.
 
This web site offers educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan. You will also find numerous calculators that will help you assess your current and future needs. But most importantly, feel free to contact us directly for a more in-dept discussion on your own individual needs.
Calculators

Home Affordability

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

More Calculators →

Newsletters

Election Year Antics

As we enter a campaign cycle that is already unlike others we’ve seen, we can expect to see out-of-the-ordinary behavior by everyone from policymakers to Wall Street traders.

Living Comes with Guarantees

Several types of living benefit guarantees are available that can provide valuable protection for variable annuity owners.

Fuel for the Economy

The world has become so dependent on oil that most economies simply could not exist in their present forms without it.

Retirement, Boomer Style

As the baby boomers leave the workforce for retirement, the nation is facing a shortage of workers to take their places. This demographic shift is expected to affect not only Social Security and Medicare, but the U.S. economy, as well.

More Newsletters →