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DMJ WEALTH ADVISORS, LLC



Managing your investments to align with your goals

We provide holistic financial planning and investment guidance for successful businesses and families.

Over the years, we have found that many of our clients face the common challenge of managing their assets to meet multiple and often competing financial objectives: saving for retirement while funding a current lifestyle, reducing/managing current debt while saving for a child's education, and financially helping/supporting family.

Before working with us many of our clients engaged a broker to select investments and Financial Vehicles - often without a disciplined process or the ability to align the investments to each specific goal or need.

Our goal is to work with each client to create a customized financial plan and investment strategies to efficiently and effectively meet their Life Objectives. We believe our Five-Step Process ensures that each clients' Financial Plan is based on their unique life situations and goals. Plans are accessible to our clients through a personal, online portal 24-7 which is updated daily so they can track account values and their progress toward their goals on a regular basis.

We hope you find the content on this web site informative and educational as you work to align your wealth to your life.

Helpful Content

Coaches

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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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

Doubling Your Money

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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

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

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

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

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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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

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