Wealth Planning
We listen carefully to our clients. We view the wealth planning process as the development of a deeply personal relationship that paves the way to an informed, effective and fulfilling plan for the future.
Divorce Financial Planning
Whether the dissolution of the marriage is your choice, or not, you have some very difficult financial decisions confronting you. The emotional distress resulting from the dissolution of the marriage can often interfere with making objective and sound financial decisions.
Who is DMJ & Associates?
DMJ & Associates is an independent wealth planning firm, dedicated to providing its clients with exceptional retirement and estate planning services.
DMJ & Associates is an independent wealth planning firm, dedicated to providing its clients with exceptional retirement and estate planning services.
We believe that most of us don’t spend our lifetimes accumulating wealth just to make money, but rather to reach our goals and take care of financial responsibilities
– whether providing for our children’s education, retiring comfortably, taking care of our aging parents or loved ones, or making sure we will have something to pass of to future generations.
We believe that a sound wealth management plan involves preserving wealth, as well as accumulating it. At DMJ & Associates, our focus is on personalized service and developing comprehensive financial and estate planning strategies tailored to meet your specific needs.
