Adams Investment Strategies is an independent financial services firm. Our main goal is "to pair your assets with your life's purpose". We provide wealth management, including financial planning, investments, true wealth planning, and insurance as Investment Adviser Representatives of Commonwealth Financial Network. We create accumulation strategies to help baby boomers, entrepreneurial business owners, and people in the music and entertainment field reach their short and long-term financial and life goals. We also work with recent retirees, including the parents of our boomer clients, to help them develop and implement appropriate strategies to generate the income they need from their current assets and minimize the danger of them outliving their money.
We use a process we call the R.I.C.H. process. This process includes building a strong and caring Relationship with our clients, Inspiring them to dream big, Composing a plan to help them get where they want to be in the end, and Holding them accountable to follow the action steps in their plan.
If you're not currently acquainted with our firm, we've established this website as a way for you to get to know us and understand the different ways we can help you. We want you to feel comfortable delegating the management of your investments to us, so you'll be free to pursue the things that are important to you!
Your interest in Adams Investment Strategies is sincerely appreciated and we look forward to serving you. Contact us today to find out more about how we can help you experience more "true wealth" in your life.
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Quarterly Focus - Retirement
This quarter's focus is Retirement Planning and we have included several articles in our recent newsletter discussing this topic. We surely want you to enjoy today while gently reminding you of the need to save for tomorrow! If you are not receiving our newsletter and would like to, please let us know.
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IMPORTANT: If you have friends, coworkers, or family members who have recently experienced a major life event—such as a birth or death in the family, divorce, the loss of a job, or a job change—please tell them about us and share how we have helped you. We are here to walk with them through the financial decisions that they will need to address.
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