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! This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
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! This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
Services
Asset Management Systems, Inc. works with small business owners and individuals who are serious about using the financial planning process to secure their financial future. In addition to all types of retirement plans like: IRA's, ROTH's, 401K's, SIMPLE's and SEP's, AMS also offers traditional insurance and retirement plans from a variety of sources.
Our Mission: We utilize a very unique approach to help people find money they are currently losing unknowingly and unnecessarily. We will utilize the financial planning process to help our clients meet their financial objectives through investments*, tax and estate plans and the free enterprise system.
Asset Management Systems Inc. is a financial planning firm that provides investment and retirement plans, insurance and estate planning, succession plans and tax planning strategies.
Jay D. McClellan, CFP, is President of AMS and is also an Investment Advisor Representative of Cornerstone Asset Management Services Inc., a Registered Investment Advisor.* Jay Graduated from Columbia College in 1977 and is also a graduate of the College for Financial Planning, and earned the CFP certification from the CFP Board.
Jay D. McClellan, CFP, is President of AMS and is also an Investment Advisor Representative of Cornerstone Asset Management Services Inc., a Registered Investment Advisor.* Jay Graduated from Columbia College in 1977 and is also a graduate of the College for Financial Planning, and earned the CFP certification from the CFP Board.
Since 1983 Jay McClellan has conducted countless seminars for thousands of people through out the United States on Estate Planning and Retirement Planning strategies. He has been the invited speaker for major corporations and employers such as GM, Delta, Chrysler as well as the independent businesses of Mary Kay and Longaberger.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
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