Tax Planning

Contact

AJM FINANCIAL, LLC

Office: (720) 974-4800

4600 South Syracuse Street, 9th Floor Denver, CO 80237

© 2023 AJM Financial, LLC. All Rights Reserved.

IAPD - Individual Search Results(sec.gov)

Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.

Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Investment products are not FDIC insured, offer no bank guarantee, and may lose value. Registration with the SEC does not imply a certain level of skill or training.

To learn more about Encompass More Asset Management’s background, visit ENCOMPASS MORE ASSET MANAGEMENT LLC - Investment Adviser Firm (sec.gov)

Encompass More - CRS Form