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AKJ Investment Group LLC

401 North 31st Street Suite 610 P.O. Box 7204 Billings, MT 59103-7204

Phone:

406-294-4494 866-232-4096 toll free 406-861-0101 cell

Fax:

406-294-4495

E-mail:

Stephen Sorich FInancial Advisor

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Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Explains how future tax rules may impact deductibility of charitable donations.

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Explores how investment strategy changes once retirement begins.

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Describes how Roth accounts can generate tax-free retirement income.

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Considering some important issues now could provide more options in the event of early retirement.

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Will you be able to afford nursing home care?

How Long Will Your Funds Last?

Knowing your likely life expectancy is an important factor in making long-term financial plans.

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck