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Where relationships still count!

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Jay D. McClellan,CFP®

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Accumulating WEALTH is only part of the challenge. Strategies for Tax Reduction, Risk Reduction, Asset Protection and Wealth Transfer are all equally important. A lifetime of hardwork can be lost if any of the above are not properly planned for. At AMS, we believe that real wealth needs to be multi-generational. This type of lasting wealth can only happen with proper planning. Working as a team with tax professionals and an Estate Planning Attorney, the team at AMS will work to help you and your family achieve a more secure financial future!

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Calculators

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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How Savers and Spenders Can Meet in the Middle

Offers tips to couples with opposite financial styles for finding balance.

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Life Insurance Might Help During Turbulent Economic Times

Suggests considering life insurance for stability during uncertain markets.

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Car Affordability

How much can you afford to pay for a car?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck