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 – Dec. 4, 2017

What will it take to shake investors’ confidence? From the perspective of unsettling events, last week was jam-packed. North Korea claimed to have the capability to strike the United States with a nuclear missile, tax reform continued to travel a controversial path through the House and Senate, and former national security adviser Michael Flynn pled… Read More

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INDUSTRY INSIGHTS

TAX – Calculating the Pro-Rata Rule in 5 Easy Steps

If you hold both pre-tax and after-tax money in your IRA, you’ve likely heard of the pro-rata rule. It’s important to understand how this rule is calculated and how it can impact your retirement funds. In simple terms, the pro-rata rule is used to determine how much of a distribution is taxable when you have… Read More

Estate Planning: Using Power of Attorney for an IRA

There may come a point in your life where you will need to select a loved one to make significant financial decisions on your behalf. This process is by no means easy, but in the event that you are unwilling or unable to manage your own finances, having someone assigned as a power of attorney… Read More

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