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Calculators

You can review interesting calculators on my site.

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Videos

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Where relationships still count!

Jay D. McClellan,CFP®

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!

Suggests considering life insurance for stability during uncertain markets.

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

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Describes financial burdens associated with end-of-life care and funerals.

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At age 94, Warren Buffett announced retirement as CEO of Berkshire Hathaway; article reviews his investing fundamentals and insights.

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Determine whether you should consider refinancing your mortgage.

How much do you need to save each year to meet your long-term financial goals?

How much will it cost to pay off a loan over its lifetime?

How much life insurance would you need to produce a sufficient income stream for your family?

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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