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Committed to personalized service

We plan the best course of action together so that you feel comfortable reaching your financial goals.

OUR SERVICES

Find the right service for you.

Investments

Advance & Defend investment philosophy
Tactical asset management
Tax efficient portfolios
Handling concentrated stock positions
Alternative Investment strategies

Tax Planning

Advanced tax planning strategies (accredited investors)
Roth Conversions
Tax loss harvesting
Charitable giving strategies
NUA opportunities
Review payroll withholding

Retirement Planning

Developing a roadmap to retirement
Social Security optimization (when best to first file)
Generating lifetime income
Retirement distribution strategies
Pension planning

Estate Planning

Trust planning
Beneficiary designation review
Tax planning strategies
Legacy planning

Risk Management

Portfolio risk management
Long Term Care insurance
Life Insurance
Family wealth transfer strategies
Business owner succession

Asset Allocation

Portfolio diversification
Proper asset allocation
Appropriate asset allocation from tax perspective

Major Expenses

(College/House purchase)
Develop debt repayment strategies
Review house financing options
College savings plans (529s)
FAFSA counseling
Cash flow management

Educational Workshops

Seminars on current topics of interest
Market forecast
Halftime update
Retirement planning strategies

FREQUENTLY ASKED QUESTIONS

What's it like to work with us?

What Makes AMJ Financial Wealth Management Unique? Risk Management is key.

WHAT IS THE VALUE OF FINANCIAL PLANNING?

What Does it Cost to Meet with AMJ Financial?

What's Being a Fiduciary Mean?

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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