Retirement/Life Events

In life, we generally try to plan for specific events- things like retirement income, funding college, saving for long term health care costs, or funding big purchases like autos, homes and vacations.  
In nearly every life circumstance, there are opportunities to make decisions that could benefit from a well defined financial strategy.
Career Transition

Unemployment, Employer Benefits, Insurance Decisions

What to do when you lose your job? There are several things that you will want to address immediately..

Retirement Plan

Tracking Expenses, Identify Income Needs, Forecasting

There are many steps to develop and implement a successful retirement strategy.  The first is to accurately..

Mortgage Decisions

Payoff Mortgage, Refinance, Home Equity Line

Should I refinance or payoff?  This is one of the most commonly asked questions of the last decade..

Estate Planning

Healthcare Directives and Asset Transfer Directions

Keeping your estate plan current can help your beneficiaries and loved ones understand your wishes..

When to Insure

Does life insurance really make sense for you?

A few examples of needs that life insurance can satisify include income replacement, dealing with..

© Copyright 2021 Adams Financial Partners, Inc. Securities and Investment Advisory Services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. 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.  Adams Financial Partners, Inc. and Cetera Advsior Networks LLC are not affiliated.