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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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.
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:
You could almost hear the spurs jingling. Trade tensions ratcheted higher last week as the United States and China staked new positions on the not-so-dusty main street of trade. It was the latest round of posturing in what has the potential to become a trade war between the world’s largest economies. Barron’s explained: “The trade… Read More
Have you recently lost your spouse and inherited an IRA? In the midst of grieving, determining how you want to handle your new assets may be the last thing on your mind, but there are important decisions to be made. You have a choice to either remain the beneficiary of the account or execute a… Read More
Maxing out your retirement account contributions can be a smart financial move not only to help reduce your tax bill, but also to ensure you’re setting aside enough money for the future. But do you know how much you’re allowed to contribute? Contribution limits can vary greatly depending on the type of retirement account(s) you… Read More