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:

  • 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

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