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Our Approach

Life is too short for regrets. At AJW Financial, we are passionate about living life to the fullest. Our inspiration is helping those in transition take control of their future to gain strength, independence and freedom. We listen deeply, don’t judge and we take time to educate. We work to free you from worry so you can embrace happiness and live your life to the fullest.

Financial Planning

Through our financial services, we seek to help you pursue a better tomorrow.

 

Divorce Planning

We strive to bring clarity and consensus to the financial consequences and decisions of divorce.

 

Divorce AfterCare

We help you tidy up divorce’s loose ends and take the steps toward a strong financial future.

 

Collaborative Alliance

Multidisciplinary professionals collaborating to resolve issues and build stronger futures, all in one location.

 

Learning Center

From videos to articles, we simplify the complex elements of financial and divorce issues.

 
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Helpful Content

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Best Performing Asset Classes

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

 

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Doubling Your Money

This calculator demonstrates the power of compound interest.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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