When you work with Adam Financial Associates, you’ve got a whole team at your back. You’re supported behind the scenes by some of the best professionals in the business, and can take advantage of relationships and alliances we’ve formed in partnership with top professionals over more than two decades.
Whether you’re looking for the right attorney, tax advisor, realtor, care manager or charitable consultant, we can help. We’re always by your side to provide advice and guidance so that event – whether a new house purchase, your retirement day, or starting a college fund for the new grandbaby – goes smoothly.
Clients consider us as their trusted partner when they’re navigating life’s major transitions.
When our client Olivia’s* aging mother needed help, we connected her with a geriatric care manager who found the perfect community to make her mom feel at home. We also knew the ideal daily money manager to help untangle the medical bills and balance her checkbook.
When Gloria* went through her divorce, the stress was overwhelming. We were able to help her see the financial impact of legal decisions, find an experienced realtor to right-size her housing, and get her retirement plans back on track.
Bob and Carol* celebrated retirement by selling their suburban house and moving to a beach condo. But the closing almost fell through due to problems with the condo association and last-minute mortgage requirements. By working in partnership with a veteran mortgage contact, and documenting how their assets would generate sustainable monthly income once in retirement, we were able to get them into their beach dream home on schedule.
*Client names and details have been changed to protect their privacy.