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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Your Team

John, Angela, and Brett have been running AMJ Financial for more than 15 years, and over that time have built a strong team of industry experts and financial advisors.

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Our Services

AMJ Financial Wealth Management is a family owned and operated company, and that sense of family extends not only to our staff but to our clients. At AMJ, we take pride in the fact that with us, you’re not a number, or just another client; we treat you like family! The services we offer include:

  • HOLISTIC WEALTH PLANNING
  • CUSTOMIZED WEALTH MANAGEMENT
  • ESTATE PLANNING
  • LIFE INSURANCE
  • RETIREMENT PLANNING
  • INCOME PLANNING
  • EDUCATION PLANNING
  • TAX EFFICIENT PORTFOLIOS
  • TAX HARVESTING
  • RISK MANAGEMENT

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Market Commentary

Market Commentary- 6/11/2018

G whiz! Never before could the Group of 7 (G7) Summit have been mistaken for reality TV. The generally dignified annual meeting of leaders from the United States, Canada, France, Germany, Italy, Japan, and the United Kingdom (along with the heads of the European Commission and European Council) was a lot more contentious than usual,… Read More

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INDUSTRY INSIGHTS

Retirement Plans: Aging “in place” – Best Cities

“There’s no place like home.”1 Conjuring an image of ‘home’ was a lot easier for Dorothy than it is for people who are on the cusp of retirement. After all, isn’t retirement supposed to be a new start? Aren’t retirees supposed to wave goodbye to friends and family as they head for new adventures in… Read More

The Roth Conversion Conversation

Are you wondering whether you should convert your traditional IRA to a Roth IRA? You may have heard of the tax benefits of a Roth, but how do you know if it’s the right move for you? Converting to a Roth IRA can come with several benefits, but there are a few factors you should… Read More

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Stay Informed

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