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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.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Probate can be a completely public process, or it can be managed to include as little information as possible.
To choose a plan, it’s important to ask yourself four key questions.
Learn a little about worldwide currency in this fun infographic
Second marriages are a trigger event to revisit any existing estate strategies.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here are five facts about Social Security that might surprise you.
All about how missing the best market days (or the worst!) might affect your portfolio.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The decision whether to buy or rent a home may have long-term implications.
Here is a quick history of the Federal Reserve and an overview of what it does.