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 – 2/19/19

Why did the stock market do that? The great mystery of stock markets reared its head last week. With no clear driver, the Dow Jones Industrial Average gained more than 3 percent, while the Nasdaq Composite and Standard & Poor’s (S&P) 500 Index moved higher by about 2.5 percent. It was a puzzler. Ben Levisohn… Read More

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INDUSTRY INSIGHTS

Navigating Health Care Taxes

Chances are you have heard about the 3.8% surtax that went into effect in 2013 under the Affordable Care Act—but do you know if and when you might need to pay it? While there have been significant changes to the tax code over the past year, the Medicare tax and net investment income tax remain… Read More

How are Social Security Benefits Calculated?

Social Security planning often focuses on filing strategies to help determine when and how to take your benefits. But before you make any decisions, you should also consider the tax implications your Social Security benefits will have on your overall retirement plan. If you have additional sources of income in retirement, there is a chance… Read More

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Stay Informed

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