Highly recommend Adam! He listened to my needs and expectations. Explained why this or that would or not be beneficial. Adam guided me a financial direction that made sense. Thank you so much Adam!
Adam - Retirement Financial Fiduciary
In high demand
- 547 hires
- Based in Orange, CA
- 13 years in business
- 8 employees
- Responds in about 40 minutes
- Background checked
About Adam - Retirement Financial Fiduciary
We focus on education, protection, wealth management, income planning, increasing performance, ongoing support, and reducing fees/taxes. Building a plan to live a sound financial future. Our Professional Services: *Retirement Income Planning* Providing income solutions to maintain lifestyle, longevity, and minimize taxes. *Certified Financial Fiduciary Services* Work with a Certified Financial Fiduciary. *Active Wealth Management Services* A team dedicated to strategic portfolio asset management for all growth & protection purposes. *Life Insurance & Long-Term Care Insurance* Plan to protect you and your loves ones from the unexpected. *Social Security Optimization* Collect your social security at the right time to maximize payments. *Financial Risk Assessment* Determine if your risk tolerance is balanced correctly and in line with your goals. *Estate Planning* Inheritance & estate planning education. (Living Trusts & Wills creation by attorney referrals) *Strategic Tax Planning* Strategic tax planning to minimize tax exposure. *Medicare* We will help you understand Medicare and understand your options.
Reviews
I had a great meeting with Adam. I really appreciated him taking the time to listen to my financial goals and give me honest, straightforward feedback. I truly believe he had my best interests in mind and wasn’t just trying to sell me a service. He was knowledgeable, transparent, and made sure I understood my options so I could make the decision that felt right for me. I left our meeting feeling much more informed and confident about my next steps. I would definitely recommend Adam to anyone looking for honest and helpful financial guidance.
Adam has been a pleasure to work with. Very thorough and patient. Adam knows what he's talking about and will make sure you understand. He's always ready to help.
I have been very pleased with how Adam has helped me. I really had concerns about providing for my children in the future, and he definitely helped me with that. I have been very happy with the service he's provided.
I checked out several retirement advisors before I got to Adam. After the first few minutes of our interview, I felt confident I had found the right person. We've finished our first round of meetings and I'm even more sure now. I think we'll be working with him for a long time.
I highly recommend Adam, he is very knowledgeable, responsive, patient & a pleasure to work with. If I had found him a few years ago, I'm pretty sure I'd be retired already. I have learned more in two meetings with him than I managed by myself in years.
Adam is the first finance planner that offered set fee (annual) vs commission, which I liked it from the beginning. He has been helping me, planning my retirement, legacy, Medicare, tax strategies, roth conversion, etc. and he's been professional while being friendly, basically all you need Adam for your fine planned retirement. I have referred him to a few of my friends who's close to retirement.
Adam has been a pleasure to work with. I was looking for someone to not just build me a plan and that be it, but someone to be alongside for guidance and help etc, with larger financial decisions. Adam has been super kind, helpful, and courteous with me through the process.
Adam is a wonderful person who was very patient and did a wonderful job
Respondive
Services
Adam - Retirement Financial Fiduciary★ 5.0
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