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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

Professional headshot of a smiling man in a suit and tie

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.

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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How much would your monthly lease payment be?

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

How much life insurance would you need to produce a sufficient income stream for your family?

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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