Our Services

  • Tax Efficient Portfolios
  • Tax Harvesting Portfolios
  • Concentrated Stock Positions
  • Asset Allocation Strategies
  • Charitable Gifting
  • Alternative Investment Strategies
Retirement Planning
  • Social Security Planning
  • Pension Planning
  • Developing a Roadmap to Retirement
  • Generating Lifetime Income
  • Withdrawal Strategies
  • Legacy Planning
College Planning
  • FAFSA counseling
  • College Savings Plans (529s)
  • Cash Flow Management
  • Investment Planning
Risk Management
  • Portfolio Risk Management
  • Estate Planning
  • Long Term Care Insurance
  • Life Insurance
  • Family Wealth Transition Strategies
  • Business Owner Succession Planning
Small Business Services
  • Business, Strategic and Cash Flow Planning
  • Preparing and Analyzing Financial Statements
  • Evaluating and Implementing Accounting Software
  • Tax Management
  • Lease Negotiation
  • Business Insurance
Educational Workshops
  • Asset Allocation
  • Seminars on Current Topics of Interest
  • Overall Investment Planning/Strategies
  • Retirement Plan Distribution Strategies

Frequently Asked Questions

Question:  Why Do People Choose AMJ Financial Wealth Management?

Question:  How Often Do People Need To Meet With You?

Question:  How Much Does A Consultation with AMJ Financial Cost?

Question:  What Are The Most Common Mistakes You See People Make With Their Money?

Question:  Who Does Your Research At  AMJ Financial?