Financial Planning

You've worked hard to reach your goals. AJP Advisory Services provides independent financial advise to help you get closer to your financial goals. Money may not be everything, but your future life plans are. You deserve expert financial advise that helps maximize your money so you can enjoy your life.

Financial Planning

  • Budgeting & Cash Flow Management
  • Insurance & Risk Management
  • College Savings Planning
  • Retirement Planning
  • Debt Management
  • Business Continuity
  • Estate Planning
  • Gift & Charity Planning

Read about the benefits of a CPA/PFS Financial Adviser

CPA-PFS Brochure.pdf