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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!

Reviews annual enrollment dates and options for Medicare participants.

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Shows how transfer-on-death designations help avoid probate costs.

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Explains benefits of employee-stock ownership plans for succession planning.

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How Long Will Your Funds Last?

Estimate the future value of your current savings.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Use this calculator to estimate how much income and savings you may need in retirement.

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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