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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.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Calculating your potential Social Security benefit is a three-step process.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Knowing the rules may help you decide when to start benefits.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Do you know where the idea of “retirement” comes from?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Why are 401(k) plans, annuities, and IRAs so popular?
All about how missing the best market days (or the worst!) might affect your portfolio.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
When do you need a will? The answer is easy: Right Now.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
In good times and bad, consistently saving a percentage of your income is a sound financial practice.