Our Firm

Who is DMJ & Associates?

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.

OUR SERVICES

DMJ & Associates actively guides clients in the development, integration, and management of all aspects of our client’s wealth into a legacy, or master plan. We work in collaboration with your estate planning attorney, tax attorney, and/or CPA to develop an integrated, comprehensive Wealth Management Plan to help you achieve your financial, emotional, charitable, and heritage goals.

Our services include…..

Retirement Planning & Analysis – we help you develop a sound strategy to help ensure that you’ll not only have the income but also the options to retire comfortably.
Estate Planning & Analysis – we can help you assure your family’s well-being tomorrow by suggesting strategies to protect your estate today. In doing so, the wealth you have created can be protected and passed on according to your wishes.
Tax Planning – to structure assets and implement strategies that can reduce or eliminate income taxes, taxes related to the distribution of retirement assets to heirs, estate tax, and capital gains tax.

Disclaimer: Information presented in this website does not constitute legal or investment advice. Anyone contemplating, actively pursuing or engaged in legal matters is strongly urged to seek competent legal counsel.