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Calculators

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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!

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Explores how investment strategy changes once retirement begins.

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Explains potential 20 % QBI deductions and qualified property benefits for pass-through entities.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Use this calculator to estimate how much income and savings you may need in retirement.

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

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

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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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