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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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Events


 

Helpful Content

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Top New Digital Tools for Small Businesses

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

 

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Protecting Those Who Matter Most

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

Managing Your Lifestyle

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

5 Smart Investing Strategies

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

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.

Principles of Preserving Wealth

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

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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