Our Services

What We Do

Your financial needs will keep changing as you reach important milestones in your life that's why establishing a solid relationship with Active Money Management today is so valuable. We see your financial life with an objective eye on the best way to grow your current assets and build new ones to cover those unexpected events. Active Money Management is proud to offer the following services:

Retirement Planning

Mutual Funds, Fixed Annuities, Variable Annuities, Stocks, Bonds, and Limited Partnerships

Insurance

VUL (Variable Universal Life), Life Insurance, Disability Insurance, Long Term Care Insurance

Estate Planning

Living Trusts, Charitable Remainder Trusts, Unit Investment Trusts, and Irrevocable Trusts

Accounting

Bookkeeping, Payroll, Payroll Reports, Sales Tax Reports, Monthly Accounting Services and Retainer Services

Tax & Business Planning

For Individuals, Partnerships, C-Corporations and S-Corporations; Small Business start-up consulting

Computer Consulting

Quickbooks Set-Up, Training, and Phone Support

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

marketing@jwcemail.com | 602-494-7641