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.
Click on links below to learn more:
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:
It’s a bird…It’s a plane…It’s a labor shortage! There is little doubt the Millennial generation has been reshaping our world. One of the most remarkable aspects of this demographic group is a preference for experiences over consumer goods. “Three out of four millennials would rather spend their money on an experience than buy something desirable…. Read More
Your Required Beginning Date You’ve likely already heard about required minimum distributions (RMDs), but do you know what your required beginning date (RBD) is? Your RBD is the date by which you must begin to take RMDs from your retirement account if you have an IRA or employer plan. It is important to note that… Read More
Two Ideas Worth Thinking About When Markets are Moving Here’s a number most people would like to see on an annual statement: 21.6 percent. That was the annual return for the Standard & Poor (S&P) 500 Index during 2017. In general, U.S. stock indices did quite well last year – and the year before, too…. Read More