Schedule a Complimentary Meeting | (334) 744-0761 | Account Access
Services
Estate Planning
At Aja Financial, I’ll encourage your estate plan be reviewed to protect the total value of your estate and to preserve as much of your wealth as possible for your loved ones.
Your estate plan is very important. Dying without an intentional estate plan means your assets will be distributed according to the probate laws in your state. I’ll help by referring you to one of the estate planning attorneys I trust to review your circumstances and make recommendations on how to ensure your final requests are met.
Income and estate planning techniques can also preserve capital and respect your charitable giving wishes with family foundations or charitable lead and remainder trusts. Transferring assets to heirs takes thoughtful planning and legal professional assistance; I can guide you in the right direction to make sure your estate plan is sound.
Securities offered through TD Ameritrade Institutional. Member FINRA/SIPC.
To Check Firm or Individual Backgrounds please go to https://adviserinfo.sec.gov/.
Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with an advisor affiliated with the SmartVestor network will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. All Advisors that participate in this program pay a fee to belong to the program for client leads that are provided.
Aja Financial LLC (“AF”) is a registered investment advisor offering advisory services in the State of Alabama and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by AF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of AF, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
Copyright ©
Aja Financial LLC. ADV | Privacy Policy