Broker Check

Our staff will continue working either remotely or from our office depending on the current status. The markets have not shut down and neither will we. 

While some of this may seem unprecedented, much of what of what we are going through is not. We have had bear markets and we have had recessions before. Markets recover after these events and while no one knows exactly how long it will take, we encourage and advise you to remain focused on your long-term plans.

Our office is available and will stay in communication throughout this time of concern. In the meantime, remember that this too shall pass. Until we talk again, be well.
Sincerely, 

Dale Immekus
President, Senior Financial Planner, AWMA

Teamwork

Teamwork

We're a close-knit team of dedicated financial professionals that strive to provide the highest level of service.

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Grow Your Wealth

The financial markets are always changing, but staying educated can help your investments bear fruit. That's why we regularly post articles and resources to keep you informed.

<p>Contributing to an IRA?</p>

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.
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<p>The Rule of 72</p>

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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<p>When to Self-Insure</p>

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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* Voted by the readers Best of Lodi 2019