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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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!

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

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Shows how combining small-, mid- and large-cap funds enhances diversification.

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

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Explains how S&P 500 sector funds behave differently and why diversifying across them can be useful.

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

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

How much Disability Income Insurance do you need?

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