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Financial Literacy Library
Ed Slott Advisor
Committed to personalized service
We plan the best course of action together so that you feel comfortable reaching your financial goals.
Find the right service for you.
Advance & Defend investment philosophy
Tactical asset management
Tax efficient portfolios
Handling concentrated stock positions
Alternative Investment strategies
Advanced tax planning strategies (accredited investors)
Tax loss harvesting
Charitable giving strategies
Review payroll withholding
Developing a roadmap to retirement
Social Security optimization (when best to first file)
Generating lifetime income
Retirement distribution strategies
Beneficiary designation review
Tax planning strategies
Portfolio risk management
Long Term Care insurance
Family wealth transfer strategies
Business owner succession
Proper asset allocation
Appropriate asset allocation from tax perspective
Develop debt repayment strategies
Review house financing options
College savings plans (529s)
Cash flow management
Seminars on current topics of interest
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
ED SLOTT ADVISOR
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