Wealth Management Services

We believe it is important to take a comprehensive approach to your finances to ensure each component of your financial picture has been considered when developing a plan for the future. That’s why we established our in-house Wealth Management division at AJM Associates. Through this division, we work closely with a financial professional to establish a plan that provides for you and your family and for future generations. Please reach out to us with questions about any piece of your financial strategy, including:

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• Financial Needs Analysis

• Funding Your Children’s Education

• Disability Income Insurance

• Mutual Fund Investments

• Key Person Insurance

• Business Succession Planning

• Retirement Income Management

• Pension or Qualified Plan Distributions

• Estate Preservation

• Tax Deferred Annuities

• IRA Investments

• 401(k) Plans

• Life Insurance

• Long-Term Care Insurance