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to LJI Wealth Management

At LJI Wealth Management we take great pride in our independence, our planning-first approach, and the experience of our team. We strive to provide excellent service, consistent communication, and the ongoing financial guidance you need to reach your financial and life goals.

As a Registered Investment Advisory firm, we ebrace our role as fiduciaries and employ the highest standard of care on behalf of our clients. Our approach is rooted in providing the most cost-effective, transparent solutions available. We believe creating a thorough financial plan you fully understand is crucial to providing the peace of mind you deserve.

Our LJI team is fully committed to helping you. We have two Certified Financial Planners five Wealth Managers, an Insurance Specialist and two Mortgage Loan Officers. Combined, our team has over 240 years of experience in the financial services industry.

We have strong core beliefs at LJI Wealth Managment. We believe you should have a financial plan, you should know your number, and you should fully understand your obstacles.

Thank you for finding our website - we look forward to helping you!

Core Principles & Philosophies

Financial Planning


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Our Approach

Given the current Real Estate environment, the entire Mortgage industry is undergoing many changes. At LJI, we aim to educate you on the entire Mortgage Loan process so you completely understand the cost and benefits of various options, what our role is, and how we are compensated. Along the way, we encourage full transparency from start to finish.

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Mortgage Calculator

Click below to see Mortgage Calculator.

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Our Partners

To see who we partner with on a regular basis please click continue to read.

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