Broker Check

Services

At AJT Wealth Consultants, we provide expert assistance in the following areas:

Investments

Bonds

Common Stocks

Mutual Funds

Brokerage Accounts

Fee Based Managed Accounts

Government Securities

Variable Annuities

Fixed Annuities

Financial Planning

Comprehensive Financial Planning

Retirement Planning

Business Planning

Budget and Cashflow Planning

Self Employed Planning

Estate Plans

Money Management

Retirement Plans

    Profit Sharing

    Money Purchase

    Defined Benefit

    DB Offset


    INSURANCE

        Life Insurance

        Long Term Care


    IRA and 401k Plans

    IRA

        Traditional IRA

        Roth IRA

        SEP IRA

        Simple IRA


    401k

        Owner only

        Safe Harbor

        Traditional