Richard T. Adams Jr.

(800) 570-5711

It May Be Time for a Financial Checkup Forecast Retirement Redefined
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Understanding Today’s Financial Environment

We are a holistic financial services company, focused on helping our personal and corporate clients reach their financial goals by offering innovative solutions, best-in-class products, and superior technologies.  With integrity and ingenuity at the forefront of our practice, we specialize in tailor-made cases that are as individual as the clients for which they are designed. Our objectives include developing solutions toward the accomplishment of significant goals as well as the satisfactory resolution of client issues.  With over one-hundred combined years of experience in this industry, a track-record of exceptional success, a highly-educated and service-oriented staff, and up-to-the-second tracking and reporting systems, we are confident that we can produce a tailored-fit and financially rewarding experience. 

Our company partners with some of the largest and most stable insurance, investment, real estate, mortgage, tax, and legal firms around the world.  Through these connections we can offer consumers a myriad of options when it comes to their financial lives.  With personal clients that stem from various backgrounds and corporate clients representing numerous different industries, our firm is widely practiced; this broad range of experience provides us with expertise no matter how complex the situation may be. 


Helpful Content

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

 

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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