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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 help 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

Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Disability and Your Finances

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.

 

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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

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

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Investment Strategies for Retirement

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Rightsizing for Retirement

What does your home really cost?

Events on Wall Street

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

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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