Asset Management Systems, Inc.

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 can help you and your family achieve a more secure financial future!
Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Disability Income Insurance

How much Disability Income Insurance do you need?

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Newsletters

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

HOT TOPIC: The Personal Saving Rate: What It Doesn't Mean to You

The term "personal saving rate" can be misleading. It doesn't define "saving" in the same way that most people do. What should the personal saving rate mean to you?

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