Products & Services Offered Comprehensive Financial PlansInvestment ManagementAsset Allocation DesignCompetitive Portfolio AnalysisStocks and BondsMutual FundsExchange Traded FundsReal Estate Investment TrustsManaged AccountsIRAsTax PlanningTrust and Estate PlanningFee Based Asset Management401(k)sSIMPLE IRAsProfit Sharing PlansCollege PlansFixed, Fixed Index, and Variable AnnuitiesImmediate Income AnnuitiesLife InsuranceLong Term Care InsuranceGroup and Individual Health and Disability Insurance529 College PlansAt WJ Wealth Management we recognize that our clients lead active and complex lives. We understand that managing their investments is more complicated and time-consuming than ever before. We acknowledge that working with specialized investment professionals helps to provide them with a level of confidence and security. Wealth accumulation and estate preservation includes coordinating our planning with tax and legal professionals. We strive to provide a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.Outside providers of professional services are neither affiliated with WJ Wealth Management or LPL Financial.