Our Services
We know that every customer has individual needs and priorities to consider. That's why we offer a varied menu of services. Our holistic, client-first approach to financial planning focuses entirely on your personal goals – what is best for you, not everyone else. What's more, because we are independent, we are not tied to working with the products of any one company. That gives us more options and flexibility to do what's right for you.
Services include:
- Retirement Planning
- Income Planning
- Professional Asset Allocation
- 529 Education Funding
- Life Insurance
- Disability
- Fee-Based Asset Management
- Long-Term Care
- IRA/401k Rollovers
- Fixed And Variable Annuities
- Simple IRA - SEP IRA - Roth IRA
Adam Financial Planning can help answer these common questions:
- What changes in pensions and Social Security would occur if my spouse died?
- What would happen to my retirement lifestyle if my spouse became ill for a long period of time?
- With social security becoming uncertain and pensions becoming a thing of the past, am I doing enough for retirement?
- How do I know my mutual funds are competitive compared to others? And, am I investing in the right combination of funds?
- Are my insurance policies working the way they should?
You can rely on Mark's knowledge and years of experience to help you with all of your financial questions and concerns. Contact Mark today to schedule a complimentary financial review and help get some of these questions off your mind.