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 – 11/19/18

Keep your eyes on the horizon. Motion sickness happens when your body receives conflicting signals from your eyes, ears, and other body parts. One way to manage the anxiety and queasiness that accompany the condition is by keeping your eyes on the horizon. The motion of the stock markets has been causing some investors to… Read More

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INDUSTRY INSIGHTS

Leaving a Legacy: Life Insurance vs. Roth IRAs

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

Avoiding the 10% Tax Penalty

As a retirement account owner, you’ve probably been warned about the 10% early distribution penalty that applies to taxable distributions made before age 59½. But did you know that if for some reason you need to access your money early, there are exceptions to this rule? Expenses such as medical bills, buying your first home,… Read More

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Stay Informed

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