AMJ Financial Blog

Tag Archive: Financial Planning

Choosing the Right Financial Advisor in 5 Easy Steps

Preparing for retirement can be overwhelming, and between tax, estate, insurance, and investment planning, some important aspects of your financial plan can be easily overlooked if you’re not working with a competent professional. A qualified financial advisor can help you ensure that all items are being considered, but not all advisors are created equal. So… Read More

Building Wealth is more than just investments

Recently I met with a couple that was referred to me by a long time client.  At the meeting a comment was made that if a “financial advisor” starts talking to you about your taxes and estate planning you should run away.  I know that sentiment is out there, because this was surely not the… Read More