Owners

Winter 2013 Quarterly Newsletter This issue covers our expectations for 2013, tax planning information, pro’s and con’s of the fiscal cliff deal, as well as an article discussing a President’s second term in office and the impact this has on the stock markets. January 2013 Audio Update Tracey, Brian, Kevin, Kim and Tim recap 2012, discuss expectations for 2013, the current earnings season, as well as an overview of recent tax updates.

When difficult decisions must be made that will affect individuals and their families for years to come, the planners at CJM Wealth Advisers, Ltd. bring a wealth of knowledge and experience to the table. Our planners take great pride in making sure all of the firm’s clients receive individually customized and detail oriented solutions designed to exceed the client’s specific goals and objectives.

Timothy W. Jones, CFP® – Chairman
Kim A. McLeland, CPA, CFP®, ChFC, CLU – President
Tracey A. Baker, CFP® – Executive Vice President
Brian T. Jones, CFP® – Executive Vice President
David D. Greene, CFP® - Executive Vice President