Broker Check

Financial Planning

Your life is one-of-a-kind. Choose someone to steward your money beyond templates, pat answers and the barest attention.

The AJW Financial difference feels like a refreshing conversation with a friend. You get all the time to talk through what’s going on and what you need — with no judgment. Really. Impossible is for the unimaginative. Nobody like that works here. Our financial planning professionals and staff will design a plan, taking full consideration of your risk preferences, family responsibilities and lifestyle. We also focus on your future, working with you to pursue your retirement goals.

And there’s more! AJW has a particular focus and passion for working with women in transition, either from divorce, death of a spouse or other life circumstances. We tailor services to match the unique issues that women face in caring for children, starting a new career, obtaining an education, managing a household and being on call for aging parents.

We use sound investment wisdom and a flexible approach. You can also call us with complete confidence; we will listen and adapt to your life and financial needs. Mastering your money is possible and it may be fun with experienced advisors on your side.

Explore AJW Financial and please contact us for a complimentary, no-obligation conversation about your financial goals. We’ll bring the treats!