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:
What a rollercoaster of a quarter! When it comes to the American Association of Individual Investors (AAII) Sentiment Survey, respondents tend to be more bullish than bearish about U.S. stock markets. The survey’s historical averages are: 5 percent bullish 0 percent neutral 5 percent bearish As the second quarter of 2018 began, investors were feeling… Read More
Are you under age 59½ and looking for a way to withdraw from your IRA without being hit with the 10% early distribution penalty? A 72(t) payment schedule may be the solution. 72(t) payments are a series of substantially equal periodic payments made from an IRA that can be used to avoid the 10% early… Read More
Funding a Health Savings Account, or HSA, is a great way to save and pay for qualified out-of-pocket medical expenses. But are you familiar the withdrawal rules that come with these accounts? The penalty for failing to follow HSA distribution rules can result in you not only having to pay income tax on the entire… Read More