Wealth Solutions

We have over 320 years of combined experience in the industry, ready to help you meet your financial goals.

With clients in over 30 states
Our planning-first approach, level of service & experience are what make us different.

At LJI Wealth Management we take great pride in our independence, our planning-first approach, and the experience of our team. We strive to provide excellent service, consistent communication, and the ongoing financial guidance you need to reach your financial and life goals…learn more

Ready to get on the path to financial freedom? Contact us today!

The LJI Team

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LJI Team

Investment Management

Strategic investment for a healthy portfolio.

Financial Planning

We can help you to see the big picture, and make it a reality.

Insurance

Peace of mind for you and your family today, and tomorrow.

Mortgages

An important element of your overall financial plan.

Milestones 2021

December 30, 2020

As a rather eventful 2020 ends, we wanted to outline several age milestones and contribution limits which will present potential planning opportunities for 2021:  

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Happy Election Halloween

October 30, 2020

Happy Halloween.  We trust this note finds you anxiously looking forward to putting next week’s elections in the rearview mirror.  We also hope your friends

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Presidential Election

July 30, 2020

Hello.  We trust this note finds you well. As you might expect, we have received several inquiries regarding the upcoming presidential election on November 3rd. 

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Thank you!

April 30, 2020

Greetings & Happy Spring. I want to start off this note by saying THANK YOU.  Thank you for not giving up or bailing out over

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We're ready to develop a strategic plan that gets you on the right financial path.
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