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How We Can Help

It’s hard to pursue goals, let alone reach them if you don’t have a strategy in place. And with ever-changing market shifts and changes in lifestyle and needs, it’s important that you proactively monitor your strategies and adjust as life or economic changes dictate. This can prove difficult without thorough knowledge of the markets and available investment opportunities.

At AJH Wealth Management, our mission is to help clients identify appropriate financial goals and develop a strategy aligned with their needs and situation. We understand that each client’s needs and goals are unique. We are committed to creating comprehensive strategies that fit their circumstances and can grow with them over the years.

We aim to do this by implementing a holistic approach and individualized process that begins with taking the time to get to know you and what you want out of life. We evaluate where you are in relation to your goals, and help you develop a strategy that integrates your short-term needs and long-term objectives. After creating your personal roadmap and implementing targeted yet flexible strategies, we monitor your progress and help you stay on track.

Throughout this process, we offer ongoing education and insight into our advice. We want you to feel comfortable with our recommendations and understand your strategies. In creating your strategies, we address any questions you may have, such as:

  • When can I retire?
  • What’s the risk in my investment portfolio?
  • Can I afford to send my child to college?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • Should I consider long-term care insurance?
  • How can I create a steady stream of income that lasts through retirement?
  • How can I get the most out of my 401(k) and/or IRAs?

We want to help you feel more confident in your finances knowing you have a sound financial strategy in place and a financial partner to whom you can turn to at any time.