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:
Central banks take a turn. At its first policy meeting of 2019, the U.S. Federal Reserve changed direction. After four rate increases in 2018, Chair Jerome Powell announced interest rates were on hold. Last week, banks in the United Kingdom, Australia, and India followed suit by either reducing rates or cautioning rate reductions were likely,… Read More
Leaving a Legacy: Life Insurance vs. Roth IRAs When considering the best way to leave your loved ones an inheritance, it’s important to be aware of the options available to you. While life insurance is a well-known option, Roth IRAs can be effective as well. Both can provide a tax-free legacy, but you should know… Read More