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Axa Advisors

Retirement Planning Specialist

Gary Wetzel, ChFC, CLU, started out as a classroom teacher and transferred his flair for education to the financial industry. A graduate of Penn State and a life and qualifying member of the Million Dollar Round Table, Gary was an insurance specialist for 20 years with The Brinker Organization before returning to Karr Barth Associates.

Gary is a financial professional with Karr Barth Associates. Gary focuses on retirement income planning. His objective is to help create a coordinated retirement plan that balances the need for investment portfolio growth with a predictable, systematic, inflation-adjusted lifetime stream of income. In January of 2007, Gary attended and received the title of Retirement Planning Specialist from AXA Advisors based upon the receipt of a  Wharton Certificate in Retirement Planning. Other areas of focus include estate distribution planning, college savings programs, and insurance (life, disability income, long-term care).

Gary is a member of the Sterling Group. The Sterling Group is a select group of financial professionals affiliated with AXA Advisors, LLC who are distinguished as having exceedingly high standards of experience, expertise and service in the industry.

In addition, Gary is a director of the National Association of Insurance and Financial Advisors, a committee member of the Philadelphia Estate Planning Council, and a long-standing member of the Society of Financial Service Professionals. A husband and father of two children, he is also an avid golfer.

 

 

 

 

 

Accreditations:

Retirement Planning Specialist, title awarded by AXA Advisors, based upon receipt of a Certificate in Retirement Planning from the  Wharton School of Business.

B.A., Marketing, Penn State

Masters of Arts in Education, Temple University

Chartered Financial Consultant

Chartered Life Underwriter

 

Professional Memberships and Affiliations:

Million Dollar Round Table

National Association of Insurance and Financial Advisors

Philadelphia Estate Planning Council

 

 

 

 

             Society of Financial Service Professionals

 

Your Life...   Your Way.   Plan It.  Live It.

I can help make it happen...

As an AXA Advisors Financial Professional, I am dedicated to helping my clients build secure financial futures. To do it right takes commitment and planning and the services of a capable financial professional like me.

I have the resources and knowledge to help you develop and implement a sound financial strategy.

My 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, I can offer a broad range of financial products and services.

Thank you for visiting my Web site! Stay a while and browse its many features!


EC27714 (11/03)

 

 

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New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

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Contact Info

Phone: 610 660 4340

gary.wetzel @axa-advisors.com

Local Office | Branch Office


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