Success is different for 
all. Shouldn’t your 
strategy reflect that?

We understand success is as individual as you are. 
We strive to understand what success means to 
you so that we can create a strategic financial plan 
that guides you in the pursuit of your dreams.
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Learn About AMJ

WE’RE NOT YOUR TYPICAL FINANCIAL FIRM

We base your financial success on our client relationship roadmap.

01: Articulate
We sit down with clients to help them decide what they want their future to be. If money were no object, what would you be doing? Where will you live in 10 years? What hobbies would you devote more time to? What causes are important to you? Would you travel more? If so, where?
02: ANALYZE
Once decided where you would like to be in the future, we analyze where you are currently and how we can help you be successful.
03: ALLOCATE
Utilizing all of our resources, we create a personalized financial roadmap designed to overcome the threats, seize opportunities to pursue growth of your wealth, and to work toward achieving your life goals.
04: ACCESS
At AMJ we provide accountability and benchmarking to the plan to help ensure you stay on course to your ideal future. In other words, we monitor your implemented financial plan each step of the way. The financial world is full of changing dynamics so your plan needs to be flexible enough to thrive in changing market conditions.
05: RELATIONSHIP
The secret ingredient to reaching your financial goal is the relationship between you and your financial advisor! At AMJ we strive to create and maintain that relationship. This final and most critical part of our plan, and your success, is continued communication with AMJ Financial Wealth Management. We will continue to provide objective advice on ways to improve your plan’s performance as your ideal future comes more fully into view.

What Makes Us Unique?

OUR SERVICES

We’re motivated by your goals, not spreadsheets.

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Holistic Wealth Planning
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Customized Wealth Planning
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Estate Planning
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Life Insurance
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Retirement Planning
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Income Planning
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Education Planning
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Tax Efficient Portfolios
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Tax Harvesting
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Risk Management

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Securities offered through Triad Advisors, LLC, Member FINRA / SIPC 

Investment advisory services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors, LLC
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