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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.




Helpful Content

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

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

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.


Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

My Retirement Savings

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Managing Your Lifestyle

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

Principles of Preserving Wealth

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

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

Tax Management Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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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.

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 Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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