After a thorough and careful financial discovery with you, we analyze your personal financial situation – income, expenses, liquidity needs, and retirement goals – and create a plan that is unique to your situation.
When you hire us to plan for you, we don’t work for an insurance company or a particular money manager, we work for you. We think this is how business should be done in the financial world, and we are very proud of our commitment to always put our best foot forward.
We offer our prospective clients an initial complimentary consultation where we take the time to discuss your current situation. This helps you, and us, decide if working together would be to both of our benefits.
Your financial destination is important to us. Contact us today to schedule a time to discuss your situation.
Additional services include:
- Estate Planning
- Retirement Planning
- Education Planning
- Pre-Paid Funeral Planning
- Mutual Funds
- Life Insurance
- Long-Term Care
- Medicare Supplement
- Medicare Advantage
*Insurance services offered by Wellington Adams Financial Group, Inc. an affiliated company.