
AJM Associates, Inc.
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
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Funding Your Children’s Education
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Disability Income Insurance
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Mutual Fund Investments
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Key Person Insurance
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Business Succession Planning
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Retirement Income Management
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Pension or Qualified Plan Distributions
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Estate Preservation
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Tax Deferred Annuities
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IRA Investments
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401(k) Plans
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Life Insurance
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Long-Term Care Insurance
Lessons In Savings Videos
Want to learn more about Key Topics our clients ask about? Click on the below links for a short educational video to help prepare you for your financial future