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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 benefits of employee-stock ownership plans for succession planning.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Notes record issuance of municipal bonds and their tax-exempt appeal.

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Analyzes the Fed's trade-offs between employment and inflation concerns.

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This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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

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

How Long Will It Take to Pay my Balance?

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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