Retirement Plan Info

Med First 401k plan Enrollment Information Video

If you have any questions on your new 401k plan, feel free to connect directly with Brett Campbell, CFP using the "Contact Brett" button below.  We will respond within 24 hours.  Thank you.

Contact Brett
Contact Brett
Contact Brett

AFP Defined Risk Status

Our current bias to own stocks (or not) based on current risk levels present in the market.

U.S. STOCKS

INTERNATIONAL STOCKS

Our bias of risk-on or risk-off for the equity portions of a strategic asset allocation is based on the precepts of our proprietary AFP Defined Risk Strategy. This strategy attempts to limit drawdown risks that are historically elevated when stock prices fall below their 200-day moving averages*.  Past performance is no guarantee of future results.

* Informational Video

Your Plan Advisor(s):

Brett Campbell, CFP

Lyn Adams Jr, AIF, CFP

 

(919)-424-4650

bcampbell@adamsfp.com

© Copyright 2019 Adams Financial Partners, Inc. Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), Member FINRA/SIPC. Cetera is under separate ownership from any other named entity. The site is published for residents of the United States only. Registered Representative of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit Cetera Advisor Networks LLC site