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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.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Understanding how capital gains are taxed may help you refine your investment strategies.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
For many, retirement includes contributing their time and talents to an organization in need.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here are five facts about Social Security that might surprise you.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Estate conservation is too important to put off. Do you have a smart exit strategy?