Ajamian Agency
Liz Ajamian
(540) 303-3802
liz@ajamianagency.com
Embedded Files
Greetings!
My name is Liz Ajamian and I would like to introduce myself as your Financial Services Professional.
I began my 17 year financial services career in 2008 after being in the mortgage industry for a decade.
For those of you who remember, 2008 financially devastated many people.
While we cannot control the stock market, we can learn about tax-advantaged, tax-deferred and tax-free retirement plans and other wealth protection strategies.
At the Ajamian Agency, we believe that caring for our clients is just as important as our expertise. We take the time to learn about each family before creating a customized financial plan that fits their budget and financial goals.
We provide our clients with exactly what they need to safeguard their family, home and business along with the opportunity to plan and save for the future with confidence.
My core focus and philosophy is to serve and educate others as a fiduciary, with transparency, so those I work with can learn strategies that many wealthy people use today to achieve financial autonomy.
Our Services
Our Services
We specialize in crafting personalized strategies aligned with your long-term vision and goals for wealth management and legacy creation. Our approach values client education, empowering you to make informed decisions for yourself, your family, and your business.
Insurance
*Life Insurance with Living Benefits
*Mortgage Protection
*Critical Illness/Cancer Protection
*Disability
*Children's College Savings Plans
Risk Management
*Creating Better Cash Flow
*Understanding Budgets
*Managing Debt
*Building Net Worth
Tax Management
*Assessing Tax Liability
*Using Tax-Favored Strategies to Keep More
Income Rather than Giving it to Uncle Sam
*Understanding the Benefits of Tax-Deferred,
Tax-Exempt and Tax-Reduction Strategies
Employer Services
*Simple/SEP IRA's
*Individual 401(k)
*Roth IRA
*Key Man Policy
*Buy-Sell Agreement
Retirement Planning
*Calculating the Cost of Retirement
*Evaluating Various Sources of Income
*Utilizing Retirement Savings Programs
*Preparing for a More Comfortable Retirement
*Avoiding Penalties on Retirement Plan
Rollovers and Distributions
Estate Conservation
*Preparing More of an Estate for Heirs
*Keeping an Estate Out of Probate
*Finding Ways to Reduce Estate Taxes
*Benefiting from Trusts and Charitable Giving
Private Wealth Management
*Investment Management
*Portfolio Reviews
*Asset Growth for Future Generations
*Business Succession
*Social Security
*Enhancement of Financial Goals
When you partner with us, you can expect attentive listening, tailored proposals that mirror your input, and a meticulously designed plan crafted by a fiduciary advisor dedicated to advancing your financial well-being.
Start your no-obligation conversation today!
Liz Ajamian
(540) 303-3802
liz@ajamianagency.com
In Partnership With
Page updated
Report abuse