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Welcome to Judge Asset Management, LLC! |
Judge Asset Management, LLC is an independent financial planning
firm. We work comprehensively with our
clients using a structured program that
encompasses the thirteen areas of Wealth
Management.
We are supported by
resources that enable us to provide high
levels of services including:
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Sigma Financial Corp and Sigma
Planning Corp
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Wachovia Securities Investment
Strategy Group and Advisory Service
Group
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First Clearing, LLC
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Accounting and Legal Professionals
We deliver
the true Art of Investing through our
unique office located in the heart of
Downtown Farmington, Michigan.
From the initial consultation to ongoing
reviews we strive to provide you with:
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Personalized service and
communication
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Flexible appointment and financial
review scheduling times
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Office staff will answer the phone
during our service hours
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Services we offer: |
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Investment Planning
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College Planning
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Life Insurance
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Disability Insurance
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Health Insurance
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Long Term Care Insurance
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Notary Services
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Estate Planning
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13 Wealth Management Areas: |
1) Investments
2) Insurance
3) Liabilities
4) Qualified
Retirement Plan/IRA Distribution
Plan
5) Stock Options
6) Business
Succession
7) Durable Power of
Attorney
8) Gifting During
Life
9) Charitable
Gifting During Life
10) Titling of Assets
11) Who Your
Executor/Trustee Is
12) Distribution of Wealth
at Death
13) Charitable
Inclinations |
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Our Consultants and Staff
David G. Judge
- David is the sole owner of Judge Asset
Management and has been successfully advising
since 1993. He works with his staff to help
individuals, families and small businesses
throughout the United States. David’s
educational back ground is in Business
Administration and he holds the following
licenses: Series 6, 7, 63, 65, life Insurance
and Variable contracts. He has obtained the
Certified Wealth Strategist® designation offered
by Cannon Financial Institute.
Shannon B. Ziegler
- Shannon
has been with Judge Asset Management, LLC since 2007. She is
a certified life and health insurance agent. She graduated
from Central Michigan University with a Bachelor of Science
in Business Administration. Shannon helps assist clients
with their financial goals and also assembles administrative
support in the office.
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Securities offered through Sigma Financial
Corporation, Member FINRA/SIPC
Sigma Planning Corporation, A Registered
Investment Advisor
All pages copyright © JAM
Holdings, LLC |