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 – 11/12/19

Last week, major United States stock indices finished at historic highs. According to a source cited by Barron’s, U.S. stock markets are responsible for creating $6 trillion in paper wealth this year. ‘Paper’ wealth is when an asset is estimated to be worth a specific amount. The wealth becomes ‘real’ when the asset is sold…. Read More

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INDUSTRY INSIGHTS

Protect Yourself in a Smart and Connected World

The world is becoming smarter and more connected all the time – and that has serious implications for people who want to protect their personal data and their privacy. If you’ve been enjoying the convenience of smart utilities and appliances, make sure you also take the steps necessary to protect yourself and your loved ones… Read More

Save Money with a Green Halloween!

Americans expect to spend $8.8 billion on costumes, decorations, candy, and other Halloween purchases, according to the National Retail Federation.1 That’s enough money to purchase the New England Patriots ($3.8 billion), the Los Angeles Dodgers ($3.3 billion), the Hannah Montana franchise ($1 billion), Balmoral Castle in Scotland ($140 million), a private jet ($150 million), and… Read More

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Stay Informed

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