What would complete financial freedom feel like? Can you imagine?
Building and preserving your wealth requires a commitment and the proper road map. No two retirements are the same. So you get one-on-one guidance and a comprehensive financial plan that helps you manage risks and consistently grow you net worth.
How We Can Help
AJS can help manage your personal finances by:
Assisting you with saving the right amount for a comfortable retirement by gaining an understanding of your retirement needs, analyzing your assets and all sources of retirement income, reviewing potential gaps, and identifying the best ways to save for retirement given your current financial position and the amount of risk you are willing to accept.
Developing an approach to pay for your children’s education. There are ways to save which make more sense and also minimize taxation on your family.
Protecting your family in case you are unable to work by confirming you have enough cash in your emergency fund to handle life’s challenges. We can also assist with evaluating the appropriateness of your life, disability, home, health, and auto insurance coverage levels.
Achieving your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk.
Providing follow up meetings to verify you are continuing down the right track.
Let’s Get Started!
Today is always a better option then tomorrow to start planning your financial future. Contact AJS today to help you get your finances in order and on track to realize your goals.